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 | $16,713 | $87,540-80.9% | $75,781-77.9% | $125,391-86.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.59% | 13.48%-15.1pp | 9.68%-11.3pp | 282.22%-283.8pp |
| Employer contribution / active EE | $2,129 | $3,930-45.8% | $3,323-35.9% | $4,866-56.3% |
| Participant deferral / active EE | $11,054 | $4,229+161.4% | $3,651+202.7% | $5,352+106.6% |
| Admin fee / account holder | $141 | $6,502-97.8% | $5,299-97.3% | $9,540-98.5% |