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 | $58,866 | $116,175-49.3% | $93,606-37.1% | $152,861-61.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.38% | 35.96%-14.6pp | 32.76%-11.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,471 | $4,603-24.6% | $4,069-14.7% | $5,850-40.7% |
| Admin fee / account holder | $288 | $10,748-97.3% | $7,888-96.3% | $11,596-97.5% |