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 | $29,979 | $93,024-67.8% | $77,024-61.1% | $134,475-77.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.05% | 62.60%-81.6pp | 42.32%-61.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,333 | $3,418-31.7% | $2,812-17.0% | $4,740-50.8% |
| Participant deferral / active EE | $3,730 | $5,238-28.8% | $4,426-15.7% | $6,400-41.7% |
| Admin fee / account holder | $126 | $6,944-98.2% | $5,425-97.7% | $11,426-98.9% |