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 | $22,939 | $89,355-74.3% | $141,162-83.7% | $72,985-68.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.49% | 111.85%-89.4pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,038 | $3,114-66.7% | $4,735-78.1% | $2,440-57.5% |
| Participant deferral / active EE | $2,533 | $5,418-53.2% | $6,709-62.2% | $3,607-29.8% |
| Admin fee / account holder | $52 | $5,958-99.1% | $10,261-99.5% | $5,124-99.0% |