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 | $43,394 | $97,757-55.6% | $83,848-48.2% | $135,375-67.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.05% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,586 | $4,222-62.4% | $3,631-56.3% | $4,779-66.8% |
| Participant deferral / active EE | $3,123 | $4,682-33.3% | $4,082-23.5% | $5,609-44.3% |
| Admin fee / account holder | $23 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |