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 | $54,273 | $158,817-65.8% | $121,196-55.2% | $135,375-59.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.17% | -0.64%-4.5pp | 16.93%-22.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $973 | $5,665-82.8% | $4,022-75.8% | $4,779-79.6% |
| Participant deferral / active EE | $1,571 | $4,005-60.8% | $3,344-53.0% | $5,609-72.0% |
| Admin fee / account holder | $285 | $6,512-95.6% | $5,019-94.3% | $10,827-97.4% |