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 | $35,441 | $92,222-61.6% | $76,768-53.8% | $135,375-73.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.54% | 5.46%-14.0pp | 2.43%-11.0pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,659 | $3,216-48.4% | $2,485-33.3% | $4,779-65.3% |
| Participant deferral / active EE | $2,729 | $4,509-39.5% | $3,852-29.1% | $5,609-51.3% |
| Admin fee / account holder | $154 | $10,748-98.6% | $6,675-97.7% | $10,827-98.6% |