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 | $27,766 | $83,826-66.9% | - | $147,584-81.2% |
| Participation rate | 100.0% | 69.4%+30.6pp | - | 82.8%+17.2pp |
| Annual return | 12.82% | 26.57%-13.8pp | - | 578.55%-565.7pp |
| Employer contribution / active EE | $6,324 | $3,042+107.9% | - | $4,876+29.7% |
| Participant deferral / active EE | $3,553 | $3,987-10.9% | - | $5,439-34.7% |
| Admin fee / account holder | $244 | $6,071-96.0% | - | $10,885-97.8% |