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 | $20,823 | $76,000-72.6% | $154,107-86.5% | $64,186-67.6% |
| Participation rate | 97.6% | 70.4%+27.2pp | 83.0%+14.6pp | 69.6%+28.1pp |
| Annual return | -2.32% | 30.32%-32.6pp | 735.12%-737.4pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,419 | $3,351-57.6% | $5,298-73.2% | $2,381-40.4% |
| Participant deferral / active EE | $1,281 | $3,175-59.7% | $5,081-74.8% | $3,470-63.1% |
| Admin fee / account holder | $295 | $5,596-94.7% | $13,411-97.8% | $4,888-94.0% |