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 | $27,703 | $100,852-72.5% | $90,404-69.4% | $158,922-82.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.90% | 1724.20%-1705.3pp | 1293.02%-1274.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,080 | $3,689-43.6% | $3,262-36.2% | $4,761-56.3% |
| Participant deferral / active EE | $2,600 | $4,348-40.2% | $3,963-34.4% | $5,982-56.5% |
| Admin fee / account holder | $200 | $6,501-96.9% | $5,611-96.4% | $11,246-98.2% |