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 5-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 | $28,250 | $190,805-85.2% | $159,960-82.3% | $134,475-79.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.40% | 552.23%-567.6pp | 408.60%-424.0pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,542 | $4,995-69.1% | $4,226-63.5% | $4,740-67.5% |
| Participant deferral / active EE | $10,681 | $6,923+54.3% | $6,182+72.8% | $6,400+66.9% |
| Admin fee / account holder | $67 | $10,471-99.4% | $8,698-99.2% | $11,426-99.4% |