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 9-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 | $15,667 | $133,958-88.3% | $112,228-86.0% | $134,475-88.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.33% | 47.11%-63.4pp | 27.45%-43.8pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,429 | $4,038-64.6% | $3,635-60.7% | $4,740-69.8% |
| Participant deferral / active EE | $1,673 | $5,291-68.4% | $4,728-64.6% | $6,400-73.9% |
| Admin fee / account holder | $122 | $7,489-98.4% | $6,410-98.1% | $11,426-98.9% |