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 | $26,967 | $107,934-75.0% | $91,989-70.7% | $152,861-82.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 26.24% | 89.24%-63.0pp | 69.02%-42.8pp | 345.32%-319.1pp |
| Employer contribution / active EE | $4,373 | $4,210+3.9% | $3,452+26.7% | $4,762-8.2% |
| Participant deferral / active EE | $17,772 | $6,364+179.3% | $5,923+200.1% | $5,850+203.8% |
| Admin fee / account holder | $107 | $10,520-99.0% | $7,743-98.6% | $11,596-99.1% |