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 | $21,154 | $63,346-66.6% | $92,233-77.1% | $70,131-69.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.32% | 530.12%-511.8pp | 176.28%-158.0pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,129 | $2,471-54.3% | $3,679-69.3% | $2,342-51.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $296 | $3,840-92.3% | $5,194-94.3% | $4,645-93.6% |