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 | $16,013 | $152,509-89.5% | $117,472-86.4% | $134,475-88.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.03% | 52.99%-69.0pp | 29.74%-45.8pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,726 | $5,571-51.1% | $4,176-34.7% | $4,740-42.5% |
| Participant deferral / active EE | $1,281 | $4,818-73.4% | $4,070-68.5% | $6,400-80.0% |
| Admin fee / account holder | $44 | $7,004-99.4% | $5,645-99.2% | $11,426-99.6% |