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 4-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 | $82,816 | $133,958-38.2% | $112,228-26.2% | $134,475-38.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.05% | 47.11%-67.2pp | 27.45%-47.5pp | 417.96%-438.0pp |
| Employer contribution / active EE | $45,994 | $4,038+1039.0% | $3,635+1165.5% | $4,740+870.4% |
| Participant deferral / active EE | $23,300 | $5,291+340.4% | $4,728+392.8% | $6,400+264.1% |
| Admin fee / account holder | $237 | $7,489-96.8% | $6,410-96.3% | $11,426-97.9% |