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 | $17,417 | $99,020-82.4% | $86,590-79.9% | $147,584-88.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.10% | 1312.34%-1300.2pp | 964.84%-952.7pp | 578.55%-566.4pp |
| Employer contribution / active EE | $426 | $3,132-86.4% | $2,839-85.0% | $4,876-91.3% |
| Participant deferral / active EE | $1,453 | $3,972-63.4% | $3,609-59.7% | $5,439-73.3% |
| Admin fee / account holder | $273 | $5,710-95.2% | $4,906-94.4% | $10,885-97.5% |