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 | $19,533 | $52,681-62.9% | $75,781-74.2% | $59,632-67.2% |
| Participation rate | 73.3% | 67.2%+6.1pp | 75.8%-2.5pp | 68.7%+4.7pp |
| Annual return | -1.40% | 2.95%-4.4pp | 9.68%-11.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,823 | $2,591-29.6% | $3,651-50.1% | $3,192-42.9% |
| Admin fee / account holder | $152 | $3,610-95.8% | $5,299-97.1% | $4,297-96.5% |