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 | $144,453 | $93,395+54.7% | $83,333+73.3% | - |
| Participation rate | 0.0% | 85.8%-85.8pp | 77.8%-77.8pp | - |
| Annual return | -1.64% | -6.53%+4.9pp | 10.63%-12.3pp | - |
| Employer contribution / active EE | $0 | $1,361-100.0% | $3,379-100.0% | - |
| Participant deferral / active EE | $0 | $3,603-100.0% | $5,565-100.0% | - |
| Admin fee / account holder | $0 | $1,733-100.0% | $7,510-100.0% | - |