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 | $35,569 | $45,566-21.9% | $64,105-44.5% | $59,632-40.4% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -2.17% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $4,196 | $934+349.2% | $1,820+130.5% | $2,203+90.5% |
| Participant deferral / active EE | $2,413 | $2,057+17.3% | $2,822-14.5% | $3,192-24.4% |
| Admin fee / account holder | $238 | $3,268-92.7% | $4,499-94.7% | $4,297-94.5% |