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 | $24,527 | $169,032-85.5% | $129,207-81.0% | $145,922-83.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.94% | 14330.11%-14319.2pp | 9417.33%-9406.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,627 | $5,537-34.5% | $4,153-12.7% | $4,660-22.2% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $28 | $9,954-99.7% | $7,715-99.6% | $13,397-99.8% |