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 | $17,823 | $95,416-81.3% | $185,823-90.4% | $85,850-79.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.96% | 23.59%-10.6pp | 122.05%-109.1pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,800 | $3,314-45.7% | $5,167-65.2% | $2,565-29.8% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $97 | $7,213-98.7% | $16,237-99.4% | $6,260-98.5% |