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 | $33,318 | $135,635-75.4% | $110,238-69.8% | $135,375-75.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.44% | 513.19%-521.6pp | 314.74%-323.2pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,542 | $4,906-68.6% | $3,826-59.7% | $4,779-67.7% |
| Participant deferral / active EE | $3,100 | $5,506-43.7% | $4,672-33.7% | $5,609-44.7% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |