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 | $23,147 | $108,172-78.6% | $77,482-70.1% | $158,922-85.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 16.44% | 31.67%-15.2pp | 54.79%-38.3pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,857 | $1,325+40.1% | $986+88.2% | $4,761-61.0% |
| Participant deferral / active EE | $2,321 | $2,456-5.5% | $1,861+24.7% | $5,982-61.2% |
| Admin fee / account holder | $140 | $3,708-96.2% | $2,858-95.1% | $11,246-98.8% |