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 3-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 | $29,054 | $48,265-39.8% | $68,791-57.8% | $68,494-57.6% |
| Participation rate | 83.3% | 60.7%+22.7pp | 69.0%+14.3pp | 67.9%+15.4pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,473 | $1,829+35.2% | $2,655-6.9% | $2,596-4.8% |
| Participant deferral / active EE | $5,997 | $2,867+109.2% | $3,941+52.2% | $4,027+48.9% |
| Admin fee / account holder | $130 | $4,355-97.0% | $4,932-97.4% | $5,403-97.6% |