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 | $54,269 | $105,998-48.8% | $92,233-41.2% | $147,584-63.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.06% | 50.05%-36.0pp | 176.28%-162.2pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,111 | $4,333-74.4% | $3,679-69.8% | $4,876-77.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $188 | $6,332-97.0% | $5,194-96.4% | $10,885-98.3% |