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 | $75,245 | $160,055-53.0% | $140,016-46.3% | $135,375-44.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.73% | 911.38%-917.1pp | 651.12%-656.8pp | 519.73%-525.5pp |
| Employer contribution / active EE | $3,445 | $6,420-46.3% | $5,606-38.6% | $4,779-27.9% |
| Participant deferral / active EE | $12,250 | $7,642+60.3% | $6,927+76.8% | $5,609+118.4% |
| Admin fee / account holder | $144 | $13,328-98.9% | $10,705-98.7% | $10,827-98.7% |