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 5-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 | $19,392 | $180,749-89.3% | $160,784-87.9% | $137,256-85.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.73% | 2234.46%-2213.7pp | 1803.92%-1783.2pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,206 | $4,155-71.0% | $3,733-67.7% | $4,156-71.0% |
| Participant deferral / active EE | $1,206 | $6,844-82.4% | $6,293-80.8% | $6,407-81.2% |
| Admin fee / account holder | $73 | $10,397-99.3% | $9,717-99.2% | $12,270-99.4% |