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 | $62,628 | $211,958-70.5% | $169,463-63.0% | $135,375-53.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.52% | 3.26%-11.8pp | 1.83%-10.3pp | 519.73%-528.3pp |
| Employer contribution / active EE | $4,798 | $5,120-6.3% | $4,159+15.4% | $4,779+0.4% |
| Participant deferral / active EE | $5,297 | $6,075-12.8% | $5,277+0.4% | $5,609-5.6% |
| Admin fee / account holder | $70 | $11,471-99.4% | $9,109-99.2% | $10,827-99.4% |