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 | $31,888 | $117,841-72.9% | $102,423-68.9% | $145,922-78.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 34.06% | 31.65%+2.4pp | 29.32%+4.7pp | 561.29%-527.2pp |
| Employer contribution / active EE | $7,995 | $3,615+121.2% | $3,023+164.5% | $4,660+71.6% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $297 | $13,326-97.8% | $9,451-96.9% | $13,397-97.8% |