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 | $19,919 | $57,354-65.3% | $83,848-76.2% | $64,186-69.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.33% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $4,303 | $2,545+69.1% | $3,631+18.5% | $2,381+80.7% |
| Participant deferral / active EE | $3,543 | $2,993+18.4% | $4,082-13.2% | $3,470+2.1% |
| Admin fee / account holder | $54 | $4,046-98.7% | $5,478-99.0% | $4,888-98.9% |