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 | $45,706 | $97,757-53.2% | $83,848-45.5% | $135,375-66.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.26% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,539 | $4,222-63.6% | $3,631-57.6% | $4,779-67.8% |
| Participant deferral / active EE | $2,086 | $4,682-55.5% | $4,082-48.9% | $5,609-62.8% |
| Admin fee / account holder | $278 | $6,674-95.8% | $5,478-94.9% | $10,827-97.4% |