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 | $32,254 | $71,883-55.1% | $86,677-62.8% | $68,494-52.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,794 | $2,173+28.6% | $2,836-1.5% | $2,596+7.6% |
| Participant deferral / active EE | $5,866 | $3,779+55.2% | $4,656+26.0% | $4,027+45.7% |
| Admin fee / account holder | $138 | $6,112-97.7% | $7,493-98.2% | $5,403-97.5% |