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 | $14,491 | $77,419-81.3% | $69,455-79.1% | $152,861-90.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 13.88% | 39.06%-25.2pp | 28.97%-15.1pp | 345.32%-331.4pp |
| Employer contribution / active EE | $1,761 | $3,315-46.9% | $2,779-36.6% | $4,762-63.0% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $208 | $6,207-96.7% | $3,839-94.6% | $11,596-98.2% |