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 | $17,659 | $104,907-83.2% | $84,611-79.1% | $152,861-88.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 91.60% | 373.79%-282.2pp | 258.74%-167.1pp | 345.32%-253.7pp |
| Employer contribution / active EE | $1,809 | $3,302-45.2% | $2,652-31.8% | $4,762-62.0% |
| Participant deferral / active EE | $5,728 | $4,688+22.2% | $3,899+46.9% | $5,850-2.1% |
| Admin fee / account holder | $231 | $6,241-96.3% | $4,912-95.3% | $11,596-98.0% |