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 | $77,272 | $92,703-16.6% | $82,719-6.6% | $134,475-42.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.03% | 944.92%-962.0pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,950 | $3,274+51.2% | $3,009+64.5% | $4,740+4.4% |
| Participant deferral / active EE | $5,373 | $4,802+11.9% | $4,395+22.2% | $6,400-16.0% |
| Admin fee / account holder | $75 | $5,983-98.7% | $5,329-98.6% | $11,426-99.3% |