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 | $18,260 | $109,327-83.3% | $89,391-79.6% | $158,922-88.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.49% | 345.68%-330.2pp | 245.62%-230.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,203 | $3,170-62.0% | $2,586-53.5% | $4,761-74.7% |
| Participant deferral / active EE | $1,186 | $4,598-74.2% | $3,890-69.5% | $5,982-80.2% |
| Admin fee / account holder | $18 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |