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 | $32,299 | $176,377-81.7% | $134,143-75.9% | $158,922-79.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.69% | 63.63%-52.9pp | 36.33%-25.6pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,712 | $5,040-66.0% | $3,704-53.8% | $4,761-64.0% |
| Participant deferral / active EE | $1,685 | $4,091-58.8% | $3,499-51.8% | $5,982-71.8% |
| Admin fee / account holder | $273 | $8,718-96.9% | $6,684-95.9% | $11,246-97.6% |