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 | $23,628 | $93,024-74.6% | $77,024-69.3% | $134,475-82.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.28% | 62.60%-81.9pp | 42.32%-61.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,365 | $3,418-60.1% | $2,812-51.5% | $4,740-71.2% |
| Participant deferral / active EE | $2,516 | $5,238-52.0% | $4,426-43.2% | $6,400-60.7% |
| Admin fee / account holder | $11 | $6,944-99.8% | $5,425-99.8% | $11,426-99.9% |