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 | $29,167 | $39,798-26.7% | $67,711-56.9% | $59,632-51.1% |
| Participation rate | 86.7% | 57.4%+29.3pp | 67.5%+19.1pp | 68.7%+18.0pp |
| Annual return | -1.89% | 89.94%-91.8pp | 25.41%-27.3pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $422 | $1,393-69.7% | $2,559-83.5% | $2,203-80.9% |
| Participant deferral / active EE | $1,336 | $2,335-42.8% | $3,585-62.7% | $3,192-58.1% |
| Admin fee / account holder | $155 | $3,212-95.2% | $4,255-96.4% | $4,297-96.4% |