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 | $46,310 | $99,032-53.2% | $80,019-42.1% | $135,375-65.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.22% | 15.39%-21.6pp | 11.22%-17.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,117 | $3,043-63.3% | $2,468-54.7% | $4,779-76.6% |
| Participant deferral / active EE | $1,577 | $4,282-63.2% | $3,686-57.2% | $5,609-71.9% |
| Admin fee / account holder | $80 | $10,436-99.2% | $6,521-98.8% | $10,827-99.3% |