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 | $55,824 | $167,307-66.6% | $143,757-61.2% | $134,475-58.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.90% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,851 | $5,619-67.1% | $4,951-62.6% | $4,740-60.9% |
| Participant deferral / active EE | $3,439 | $6,446-46.6% | $5,637-39.0% | $6,400-46.3% |
| Admin fee / account holder | $53 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |