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 | $60,701 | $56,835+6.8% | - | $135,375-55.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | - | 82.6%+17.4pp |
| Annual return | -2.87% | 2630.74%-2633.6pp | - | 519.73%-522.6pp |
| Employer contribution / active EE | $1,920 | $2,734-29.8% | - | $4,779-59.8% |
| Participant deferral / active EE | $5,650 | $3,681+53.5% | - | $5,609+0.7% |
| Admin fee / account holder | $0 | $1,586-100.0% | - | $10,827-100.0% |