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 7-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 | $54,485 | $152,587-64.3% | $125,175-56.5% | $152,861-64.4% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,733 | $4,946-65.0% | $3,865-55.2% | $4,762-63.6% |
| Participant deferral / active EE | $4,300 | $5,868-26.7% | $4,937-12.9% | $5,850-26.5% |
| Admin fee / account holder | $138 | $13,434-99.0% | $9,702-98.6% | $11,596-98.8% |