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 | $76,576 | $91,911-16.7% | $68,793+11.3% | $135,375-43.4% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -4.95% | -8.22%+3.3pp | -4.63%-0.3pp | 519.73%-524.7pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,378 | $4,315-21.7% | $3,311+2.0% | $5,609-39.8% |
| Admin fee / account holder | $36 | $9,240-99.6% | $5,131-99.3% | $10,827-99.7% |