See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,491 | $78,694+13.7% | $67,652+32.3% | $125,391-28.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.73% | 9.46%-12.2pp | 6625.04%-6627.8pp | 282.22%-284.9pp |
| Employer contribution / active EE | $6,499 | $3,044+113.5% | $2,266+186.9% | $4,866+33.6% |
| Participant deferral / active EE | $5,908 | $4,292+37.7% | $3,560+66.0% | $5,352+10.4% |
| Admin fee / account holder | $281 | $7,403-96.2% | $4,821-94.2% | $9,540-97.1% |