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 | $71,608 | $99,032-27.7% | $80,019-10.5% | $135,375-47.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.26% | 15.39%-22.6pp | 11.22%-18.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,956 | $3,043-35.7% | $2,468-20.7% | $4,779-59.1% |
| Participant deferral / active EE | $2,445 | $4,282-42.9% | $3,686-33.7% | $5,609-56.4% |
| Admin fee / account holder | $165 | $10,436-98.4% | $6,521-97.5% | $10,827-98.5% |