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 | $39,142 | $133,958-70.8% | $112,228-65.1% | $134,475-70.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.68% | 47.11%-64.8pp | 27.45%-45.1pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,514 | $4,038-62.5% | $3,635-58.3% | $4,740-68.0% |
| Participant deferral / active EE | $5,186 | $5,291-2.0% | $4,728+9.7% | $6,400-19.0% |
| Admin fee / account holder | $23 | $7,489-99.7% | $6,410-99.6% | $11,426-99.8% |