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 | $63,360 | $133,958-52.7% | $112,228-43.5% | $134,475-52.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.04% | 47.11%-59.2pp | 27.45%-39.5pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,901 | $4,038-52.9% | $3,635-47.7% | $4,740-59.9% |
| Participant deferral / active EE | $9,977 | $5,291+88.6% | $4,728+111.0% | $6,400+55.9% |
| Admin fee / account holder | $125 | $7,489-98.3% | $6,410-98.0% | $11,426-98.9% |