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 | $26,324 | $95,971-72.6% | $74,550-64.7% | $135,375-80.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.11% | 56.96%-66.1pp | 32.53%-41.6pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,470 | $2,716-45.9% | $1,961-25.0% | $4,779-69.2% |
| Participant deferral / active EE | $3,384 | $3,843-12.0% | $3,108+8.9% | $5,609-39.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |