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 | $48,005 | $127,100-62.2% | $105,738-54.6% | $135,375-64.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.36% | 4.49%-11.9pp | 6.27%-13.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,846 | $4,107-30.7% | $3,268-12.9% | $4,779-40.5% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $50 | $9,087-99.5% | $6,913-99.3% | $10,827-99.5% |