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 4-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 | $49,856 | $138,044-63.9% | $125,339-60.2% | $134,475-62.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.56% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,451 | $5,243-72.3% | $4,814-69.9% | $4,740-69.4% |
| Participant deferral / active EE | $6,966 | $7,799-10.7% | $7,446-6.5% | $6,400+8.8% |
| Admin fee / account holder | $38 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |