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 5-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 | $13,883 | $95,862-85.5% | $79,550-82.5% | $134,475-89.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.35% | -2.69%-8.7pp | 0.16%-11.5pp | 417.96%-429.3pp |
| Employer contribution / active EE | $8,820 | $3,128+182.0% | $2,413+265.5% | $4,740+86.1% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $44 | $9,126-99.5% | $6,832-99.4% | $11,426-99.6% |