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 | $0 | $54,350-100.0% | $82,719-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 72.6%-72.6pp | 67.9%-67.9pp |
| Annual return | -11.47% | -13.67%+2.2pp | 701.18%-712.6pp | -7.84%-3.6pp |
| Employer contribution / active EE | $6,235 | $2,218+181.1% | $3,009+107.2% | $2,596+140.2% |
| Participant deferral / active EE | $6,161 | $3,246+89.8% | $4,395+40.2% | $4,027+53.0% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |