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 | $32,283 | $138,065-76.6% | $123,544-73.9% | $135,375-76.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.41% | 153.68%-157.1pp | 119.20%-122.6pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,753 | $5,151-46.6% | $4,628-40.5% | $4,779-42.4% |
| Participant deferral / active EE | $4,530 | $6,799-33.4% | $6,426-29.5% | $5,609-19.2% |
| Admin fee / account holder | $126 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |