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 | $18,164 | $129,942-86.0% | $104,294-82.6% | $134,475-86.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.70% | 42.03%-61.7pp | 24.61%-44.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,954 | $4,184-53.3% | $3,372-42.0% | $4,740-58.8% |
| Participant deferral / active EE | $3,200 | $5,588-42.7% | $4,625-30.8% | $6,400-50.0% |
| Admin fee / account holder | $10 | $9,323-99.9% | $7,339-99.9% | $11,426-99.9% |