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 | $49,607 | $114,237-56.6% | $119,258-58.4% | $167,490-70.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 13.80% | 29.87%-16.1pp | 30.69%-16.9pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,460 | $4,481-45.1% | $4,384-43.9% | $4,837-49.1% |
| Participant deferral / active EE | $5,588 | $6,084-8.2% | $6,111-8.6% | $6,341-11.9% |
| Admin fee / account holder | $5 | $8,932-99.9% | $7,226-99.9% | $12,309-100.0% |