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 | $17,478 | $121,625-85.6% | $104,607-83.3% | $158,922-89.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.47% | 465.26%-447.8pp | 340.46%-323.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,918 | $3,163-7.7% | $2,681+8.9% | $4,761-38.7% |
| Participant deferral / active EE | $4,000 | $4,177-4.2% | $3,740+7.0% | $5,982-33.1% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |