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 | $51,852 | $97,757-47.0% | $83,848-38.2% | $135,375-61.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.83% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $3,062 | $4,222-27.5% | $3,631-15.7% | $4,779-35.9% |
| Participant deferral / active EE | $8,604 | $4,682+83.8% | $4,082+110.8% | $5,609+53.4% |
| Admin fee / account holder | $80 | $6,674-98.8% | $5,478-98.5% | $10,827-99.3% |