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 | $23,933 | $84,695-71.7% | $73,843-67.6% | $125,391-80.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.92% | 3123.53%-3121.6pp | 2267.84%-2265.9pp | 282.22%-280.3pp |
| Employer contribution / active EE | $1,945 | $3,123-37.7% | $2,787-30.2% | $4,866-60.0% |
| Participant deferral / active EE | $7,516 | $3,992+88.2% | $3,583+109.7% | $5,352+40.4% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |