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 | $57,797 | $107,791-46.4% | $90,645-36.2% | $135,375-57.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.84% | -0.90%-3.9pp | 1.88%-6.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,650 | $3,018-45.3% | $2,532-34.8% | $4,779-65.5% |
| Participant deferral / active EE | $2,063 | $3,872-46.7% | $3,425-39.8% | $5,609-63.2% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |