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 | $31,549 | $181,894-82.7% | $156,549-79.8% | $273,961-88.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 15.09% | 30.74%-15.6pp | 32.23%-17.1pp | 41.45%-26.4pp |
| Employer contribution / active EE | $2,029 | $6,248-67.5% | $5,501-63.1% | $4,869-58.3% |
| Participant deferral / active EE | $3,115 | $5,550-43.9% | $4,871-36.1% | $5,287-41.1% |
| Admin fee / account holder | $206 | $15,559-98.7% | $13,027-98.4% | $10,132-98.0% |