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 | $24,693 | $104,907-76.5% | $84,611-70.8% | $152,861-83.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 20.00% | 373.79%-353.8pp | 258.74%-238.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $389 | $3,302-88.2% | $2,652-85.3% | $4,762-91.8% |
| Participant deferral / active EE | $4,637 | $4,688-1.1% | $3,899+18.9% | $5,850-20.7% |
| Admin fee / account holder | -$281 | $6,241-104.5% | $4,912-105.7% | $11,596-102.4% |