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 | $48,952 | $117,381-58.3% | $99,443-50.8% | $152,861-68.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 23.59% | 31.87%-8.3pp | 30.72%-7.1pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,249 | $3,013-58.5% | $2,540-50.8% | $4,762-73.8% |
| Participant deferral / active EE | $7,318 | $4,086+79.1% | $3,619+102.2% | $5,850+25.1% |
| Admin fee / account holder | $18 | $7,631-99.8% | $6,250-99.7% | $11,596-99.8% |