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 5-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 | $20,015 | $133,958-85.1% | $112,228-82.2% | $134,475-85.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.46% | 47.11%-58.6pp | 27.45%-38.9pp | 417.96%-429.4pp |
| Employer contribution / active EE | $14,300 | $4,038+254.1% | $3,635+293.4% | $4,740+201.7% |
| Participant deferral / active EE | $3,984 | $5,291-24.7% | $4,728-15.7% | $6,400-37.8% |
| Admin fee / account holder | $10 | $7,489-99.9% | $6,410-99.8% | $11,426-99.9% |