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 | $26,523 | $105,126-74.8% | $94,646-72.0% | $139,434-81.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.39% | 38.03%-21.6pp | 156.71%-140.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,078 | $4,106-49.4% | $3,672-43.4% | $4,751-56.3% |
| Participant deferral / active EE | $2,883 | $7,599-62.1% | $7,418-61.1% | $6,710-57.0% |
| Admin fee / account holder | $192 | $8,984-97.9% | $7,231-97.3% | $11,403-98.3% |