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 | $0 | $43,327-100.0% | $59,878-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 74.7%-74.7pp | 69.6%-69.6pp |
| Annual return | 11.13% | -1.55%+12.7pp | 3.46%+7.7pp | 7.63%+3.5pp |
| Employer contribution / active EE | $360 | $2,028-82.2% | $2,722-86.8% | $2,381-84.9% |
| Participant deferral / active EE | $1,592 | $2,546-37.5% | $3,402-53.2% | $3,470-54.1% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |