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 | $37,308 | $110,257-66.2% | $96,544-61.4% | $139,434-73.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.68% | 26.32%-7.6pp | 25.84%-7.2pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,913 | $3,620-47.2% | $2,965-35.5% | $4,751-59.7% |
| Participant deferral / active EE | $3,307 | $5,548-40.4% | $4,851-31.8% | $6,710-50.7% |
| Admin fee / account holder | $71 | $11,591-99.4% | $8,252-99.1% | $11,403-99.4% |