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 | $29,818 | $140,940-78.8% | $112,229-73.4% | $139,434-78.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.80% | 32.71%-13.9pp | 30.20%-11.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $4,232 | $4,283-1.2% | $3,430+23.4% | $4,751-10.9% |
| Participant deferral / active EE | $2,214 | $5,874-62.3% | $4,798-53.8% | $6,710-67.0% |
| Admin fee / account holder | $59 | $9,954-99.4% | $7,748-99.2% | $11,403-99.5% |