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 | $34,797 | $76,000-54.2% | $154,107-77.4% | $64,186-45.8% |
| Participation rate | 70.0% | 70.4%-0.4pp | 83.0%-13.0pp | 69.6%+0.4pp |
| Annual return | -7.34% | 30.32%-37.7pp | 735.12%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,596 | $3,351-52.4% | $5,298-69.9% | $2,381-33.0% |
| Participant deferral / active EE | $3,067 | $3,175-3.4% | $5,081-39.6% | $3,470-11.6% |
| Admin fee / account holder | $12 | $5,596-99.8% | $13,411-99.9% | $4,888-99.8% |