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 | $15,504 | $95,862-83.8% | $79,550-80.5% | $134,475-88.5% |
| Participation rate | 78.9% | 75.0%+3.9pp | 69.5%+9.5pp | 81.2%-2.3pp |
| Annual return | -17.08% | -2.69%-14.4pp | 0.16%-17.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,188 | $4,693-74.7% | $3,985-70.2% | $6,400-81.4% |
| Admin fee / account holder | $191 | $9,126-97.9% | $6,832-97.2% | $11,426-98.3% |