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 | $52,146 | $97,757-46.7% | $83,848-37.8% | $135,375-61.5% |
| Participation rate | 81.0% | 80.0%+1.0pp | 76.1%+4.8pp | 82.6%-1.7pp |
| Annual return | -5.25% | 1287.37%-1292.6pp | 850.88%-856.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,083 | $4,222-50.6% | $3,631-42.6% | $4,779-56.4% |
| Participant deferral / active EE | $3,064 | $4,682-34.6% | $4,082-24.9% | $5,609-45.4% |
| Admin fee / account holder | $16 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |