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 | $57,576 | $67,331-14.5% | $60,874-5.4% | $134,475-57.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -9.23% | 49.93%-59.2pp | 16.90%-26.1pp | 417.96%-427.2pp |
| Employer contribution / active EE | $8,504 | $3,096+174.6% | $2,701+214.8% | $4,740+79.4% |
| Participant deferral / active EE | $13,000 | $4,538+186.4% | $3,817+240.6% | $6,400+103.1% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |