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 | $26,519 | $56,199-52.8% | $67,652-60.8% | $59,632-55.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.21% | 18505.31%-18506.5pp | 6625.04%-6626.3pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,336 | $1,614-17.2% | $2,266-41.0% | $2,203-39.3% |
| Participant deferral / active EE | $2,976 | $2,844+4.7% | $3,560-16.4% | $3,192-6.7% |
| Admin fee / account holder | $97 | $3,958-97.6% | $4,821-98.0% | $4,297-97.8% |