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 | $47,361 | $142,405-66.7% | $115,157-58.9% | $152,861-69.0% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.4%+3.3pp |
| Annual return | 23.01% | 41.48%-18.5pp | 35.60%-12.6pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,594 | $4,010-60.2% | $3,179-49.8% | $4,762-66.5% |
| Participant deferral / active EE | $1,594 | $5,164-69.1% | $4,168-61.8% | $5,850-72.7% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |