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 | $57,211 | $92,703-38.3% | $82,719-30.8% | $134,475-57.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.83% | 944.92%-962.8pp | 701.18%-719.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $448 | $3,274-86.3% | $3,009-85.1% | $4,740-90.5% |
| Participant deferral / active EE | $5,633 | $4,802+17.3% | $4,395+28.2% | $6,400-12.0% |
| Admin fee / account holder | $50 | $5,983-99.2% | $5,329-99.1% | $11,426-99.6% |