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 | $24,491 | $85,790-71.5% | $67,313-63.6% | $135,375-81.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.45% | -0.54%-3.9pp | -4.08%-0.4pp | 519.73%-524.2pp |
| Employer contribution / active EE | $875 | $3,487-74.9% | $2,566-65.9% | $4,779-81.7% |
| Participant deferral / active EE | $8,716 | $4,651+87.4% | $3,568+144.3% | $5,609+55.4% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |