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 | $49,545 | $149,333-66.8% | $106,387-53.4% | $135,375-63.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -4.56% | 0.52%-5.1pp | 0.25%-4.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,655 | $4,984-66.8% | $3,520-53.0% | $4,779-65.4% |
| Participant deferral / active EE | $17,898 | $7,230+147.5% | $5,421+230.1% | $5,609+219.1% |
| Admin fee / account holder | $62 | $15,952-99.6% | $7,510-99.2% | $10,827-99.4% |