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 | $63,982 | $52,836+21.1% | $105,738-39.5% | $64,186-0.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -2.82% | 14.30%-17.1pp | 6.27%-9.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $881 | $1,827-51.8% | $3,268-73.0% | $2,381-63.0% |
| Participant deferral / active EE | $1,135 | $2,545-55.4% | $4,080-72.2% | $3,470-67.3% |
| Admin fee / account holder | $57 | $3,959-98.6% | $6,913-99.2% | $4,888-98.8% |