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 | $39,287 | $107,791-63.6% | $90,645-56.7% | $135,375-71.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 18.72% | -0.90%+19.6pp | 1.88%+16.8pp | 519.73%-501.0pp |
| Employer contribution / active EE | $735 | $3,018-75.7% | $2,532-71.0% | $4,779-84.6% |
| Participant deferral / active EE | $779 | $3,872-79.9% | $3,425-77.2% | $5,609-86.1% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |