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 | $32,378 | $73,515-56.0% | $62,995-48.6% | $147,584-78.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.80% | 175.43%-155.6pp | 87.57%-67.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,630 | $3,320-20.8% | $2,759-4.7% | $4,876-46.1% |
| Participant deferral / active EE | $3,530 | $4,185-15.6% | $3,329+6.0% | $5,439-35.1% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |