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 | $29,283 | $138,065-78.8% | $123,544-76.3% | $135,375-78.4% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.78% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,730 | $5,151-66.4% | $4,628-62.6% | $4,779-63.8% |
| Participant deferral / active EE | $10,851 | $6,799+59.6% | $6,426+68.9% | $5,609+93.5% |
| Admin fee / account holder | $237 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |