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 | $48,804 | $167,307-70.8% | $143,757-66.1% | $134,475-63.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.75% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $6,546 | $5,619+16.5% | $4,951+32.2% | $4,740+38.1% |
| Participant deferral / active EE | $18,625 | $6,446+188.9% | $5,637+230.4% | $6,400+191.0% |
| Admin fee / account holder | $294 | $18,088-98.4% | $14,673-98.0% | $11,426-97.4% |