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 | $24,771 | $107,791-77.0% | $90,645-72.7% | $135,375-81.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.39% | -0.90%-6.5pp | 1.88%-9.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $791 | $3,018-73.8% | $2,532-68.8% | $4,779-83.5% |
| Participant deferral / active EE | $919 | $3,872-76.3% | $3,425-73.2% | $5,609-83.6% |
| Admin fee / account holder | $263 | $5,930-95.6% | $4,994-94.7% | $10,827-97.6% |