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 | $29,491 | $180,449-83.7% | $154,107-80.9% | $135,375-78.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 11.56% | 888.09%-876.5pp | 735.12%-723.6pp | 519.73%-508.2pp |
| Employer contribution / active EE | $2,693 | $6,035-55.4% | $5,298-49.2% | $4,779-43.7% |
| Participant deferral / active EE | $3,108 | $5,806-46.5% | $5,081-38.8% | $5,609-44.6% |
| Admin fee / account holder | $5 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |