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 9-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 | $13,095 | $68,097-80.8% | $62,929-79.2% | $137,256-90.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.51% | 1859.11%-1841.6pp | 1063.93%-1046.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,053 | $4,553-54.9% | $3,888-47.2% | $6,407-68.0% |
| Admin fee / account holder | $122 | $6,521-98.1% | $5,065-97.6% | $12,270-99.0% |