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 | $70,633 | $92,222-23.4% | $76,768-8.0% | $135,375-47.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.10% | 5.46%-11.6pp | 2.43%-8.5pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,175 | $3,216-32.4% | $2,485-12.5% | $4,779-54.5% |
| Participant deferral / active EE | $4,385 | $4,509-2.7% | $3,852+13.9% | $5,609-21.8% |
| Admin fee / account holder | $15 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |