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 5-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 | $52,110 | $84,402-38.3% | $61,373-15.1% | $134,475-61.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.10% | 584.55%-604.6pp | 338.61%-358.7pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,057 | $1,544-31.6% | $1,159-8.8% | $4,740-77.7% |
| Participant deferral / active EE | $9,358 | $2,819+232.0% | $2,125+340.4% | $6,400+46.2% |
| Admin fee / account holder | $108 | $2,585-95.8% | $2,130-95.0% | $11,426-99.1% |