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 | $29,659 | $107,934-72.5% | $91,989-67.8% | $152,861-80.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 40.98% | 89.24%-48.3pp | 69.02%-28.0pp | 345.32%-304.3pp |
| Employer contribution / active EE | $1,946 | $4,210-53.8% | $3,452-43.6% | $4,762-59.1% |
| Participant deferral / active EE | $2,577 | $6,364-59.5% | $5,923-56.5% | $5,850-56.0% |
| Admin fee / account holder | $291 | $10,520-97.2% | $7,743-96.2% | $11,596-97.5% |