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 | $42,030 | $118,849-64.6% | $96,562-56.5% | $167,490-74.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 25.74% | 50.49%-24.7pp | 37.78%-12.0pp | 478.56%-452.8pp |
| Employer contribution / active EE | $1,203 | $3,120-61.4% | $2,356-49.0% | $4,837-75.1% |
| Participant deferral / active EE | $5,563 | $4,616+20.5% | $3,849+44.5% | $6,341-12.3% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |