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 | $31,323 | $135,952-77.0% | $123,892-74.7% | $273,961-88.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.86% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $10,000 | $5,170+93.4% | $4,617+116.6% | $4,869+105.4% |
| Participant deferral / active EE | $3,399 | $6,343-46.4% | $5,984-43.2% | $5,287-35.7% |
| Admin fee / account holder | $114 | $9,817-98.8% | $8,357-98.6% | $10,132-98.9% |