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 | $57,564 | $129,942-55.7% | $104,294-44.8% | $134,475-57.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.90% | 42.03%-60.9pp | 24.61%-43.5pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,632 | $4,184-37.1% | $3,372-22.0% | $4,740-44.5% |
| Participant deferral / active EE | $0 | $5,588-100.0% | $4,625-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |