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 | $21,729 | $99,020-78.1% | $86,590-74.9% | $147,584-85.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 25.38% | 1312.34%-1287.0pp | 964.84%-939.5pp | 578.55%-553.2pp |
| Employer contribution / active EE | $1,867 | $3,132-40.4% | $2,839-34.2% | $4,876-61.7% |
| Participant deferral / active EE | $10,297 | $3,972+159.2% | $3,609+185.3% | $5,439+89.3% |
| Admin fee / account holder | $33 | $5,710-99.4% | $4,906-99.3% | $10,885-99.7% |