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 8-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 | $58,826 | $104,974-44.0% | $95,585-38.5% | $142,382-58.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.33% | 210.33%-192.0pp | 38.56%-20.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $600 | $2,779-78.4% | $2,527-76.3% | $4,299-86.0% |
| Participant deferral / active EE | $2,000 | $4,352-54.0% | $4,023-50.3% | $6,507-69.3% |
| Admin fee / account holder | $15 | $6,386-99.8% | $6,127-99.8% | $12,624-99.9% |