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 | $11,505 | $90,600-87.3% | $79,464-85.5% | $135,375-91.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.01% | 977.43%-984.4pp | 718.14%-725.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,038 | $3,068-66.2% | $2,800-62.9% | $4,779-78.3% |
| Participant deferral / active EE | $1,390 | $4,050-65.7% | $3,704-62.5% | $5,609-75.2% |
| Admin fee / account holder | $73 | $5,907-98.8% | $5,113-98.6% | $10,827-99.3% |