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 | $31,696 | $91,190-65.2% | $178,490-82.2% | $79,858-60.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.52% | 24.19%-7.7pp | 151.07%-134.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $650 | $3,256-80.0% | $5,011-87.0% | $2,471-73.7% |
| Participant deferral / active EE | $3,284 | $3,236+1.5% | $5,202-36.9% | $3,740-12.2% |
| Admin fee / account holder | $216 | $6,751-96.8% | $13,984-98.5% | $5,306-95.9% |