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 6-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 | $42,874 | $97,757-56.1% | $83,848-48.9% | $135,375-68.3% |
| Participation rate | 95.0% | 80.0%+15.0pp | 76.1%+18.9pp | 82.6%+12.4pp |
| Annual return | -5.23% | 1287.37%-1292.6pp | 850.88%-856.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,886 | $4,222-55.3% | $3,631-48.1% | $4,779-60.5% |
| Participant deferral / active EE | $2,578 | $4,682-44.9% | $4,082-36.8% | $5,609-54.0% |
| Admin fee / account holder | $194 | $6,674-97.1% | $5,478-96.5% | $10,827-98.2% |