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 | $38,190 | $138,065-72.3% | $123,544-69.1% | $135,375-71.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.57% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,107 | $5,151-59.1% | $4,628-54.5% | $4,779-55.9% |
| Participant deferral / active EE | $3,636 | $6,799-46.5% | $6,426-43.4% | $5,609-35.2% |
| Admin fee / account holder | $74 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |