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 | $28,115 | $87,540-67.9% | $75,781-62.9% | $125,391-77.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.13% | 13.48%-13.6pp | 9.68%-9.8pp | 282.22%-282.4pp |
| Employer contribution / active EE | $7,397 | $3,930+88.2% | $3,323+122.6% | $4,866+52.0% |
| Participant deferral / active EE | $4,970 | $4,229+17.5% | $3,651+36.1% | $5,352-7.1% |
| Admin fee / account holder | $81 | $6,502-98.8% | $5,299-98.5% | $9,540-99.2% |