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 | $42,068 | $100,852-58.3% | $90,404-53.5% | $158,922-73.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.97% | 1724.20%-1705.2pp | 1293.02%-1274.0pp | 302.83%-283.9pp |
| Employer contribution / active EE | $738 | $3,689-80.0% | $3,262-77.4% | $4,761-84.5% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $7 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |