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 | $16,503 | $105,998-84.4% | $92,233-82.1% | $147,584-88.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.14% | 50.05%-27.9pp | 176.28%-154.1pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,744 | $4,333-59.7% | $3,679-52.6% | $4,876-64.2% |
| Participant deferral / active EE | $1,992 | $4,478-55.5% | $3,897-48.9% | $5,439-63.4% |
| Admin fee / account holder | $75 | $6,332-98.8% | $5,194-98.6% | $10,885-99.3% |