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 | $19,211 | $88,751-78.4% | $81,812-76.5% | $145,922-86.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.86% | 1025.40%-1010.5pp | 773.79%-758.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,383 | $3,083-22.7% | $2,912-18.2% | $4,660-48.9% |
| Participant deferral / active EE | $5,661 | $4,643+21.9% | $4,319+31.1% | $6,688-15.4% |
| Admin fee / account holder | $122 | $8,415-98.6% | $7,386-98.4% | $13,397-99.1% |