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 | $61,792 | $42,383+45.8% | $76,523-19.3% | $64,186-3.7% |
| Participation rate | 72.4% | 58.1%+14.3pp | 68.0%+4.4pp | 69.6%+2.8pp |
| Annual return | -5.03% | -16.54%+11.5pp | -0.27%-4.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $403 | $1,563-74.2% | $2,647-84.8% | $2,381-83.1% |
| Participant deferral / active EE | $2,202 | $2,566-14.2% | $3,835-42.6% | $3,470-36.5% |
| Admin fee / account holder | $96 | $3,198-97.0% | $4,848-98.0% | $4,888-98.0% |