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 | $44,513 | $133,958-66.8% | $112,228-60.3% | $134,475-66.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.03% | 47.11%-59.1pp | 27.45%-39.5pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,568 | $4,038-61.2% | $3,635-56.8% | $4,740-66.9% |
| Participant deferral / active EE | $4,615 | $5,291-12.8% | $4,728-2.4% | $6,400-27.9% |
| Admin fee / account holder | $218 | $7,489-97.1% | $6,410-96.6% | $11,426-98.1% |