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 | $52,163 | $138,065-62.2% | $123,544-57.8% | $135,375-61.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.98% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,887 | $5,151-44.0% | $4,628-37.6% | $4,779-39.6% |
| Participant deferral / active EE | $3,971 | $6,799-41.6% | $6,426-38.2% | $5,609-29.2% |
| Admin fee / account holder | $288 | $10,916-97.4% | $9,284-96.9% | $10,827-97.3% |