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 | $42,894-100.0% | $60,874-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 73.1%-73.1pp | 67.9%-67.9pp |
| Annual return | -11.95% | -13.98%+2.0pp | 16.90%-28.8pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,758 | $1,978-11.1% | $2,701-34.9% | $2,596-32.3% |
| Participant deferral / active EE | $1,758 | $2,867-38.7% | $3,817-54.0% | $4,027-56.4% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |