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 | $65,156 | $133,958-51.4% | $112,228-41.9% | $134,475-51.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.35% | 47.11%-57.5pp | 27.45%-37.8pp | 417.96%-428.3pp |
| Employer contribution / active EE | $3,102 | $4,038-23.2% | $3,635-14.7% | $4,740-34.5% |
| Participant deferral / active EE | $4,057 | $5,291-23.3% | $4,728-14.2% | $6,400-36.6% |
| Admin fee / account holder | $6 | $7,489-99.9% | $6,410-99.9% | $11,426-100.0% |