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 | $21,798 | $127,386-82.9% | $115,037-81.1% | $125,391-82.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.62% | 31.28%-31.9pp | 26.14%-26.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $3,571 | $5,166-30.9% | $4,608-22.5% | $4,866-26.6% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $114 | $9,516-98.8% | $8,175-98.6% | $9,540-98.8% |