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 | $25,294 | $107,334-76.4% | $92,893-72.8% | $152,861-83.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.43% | 145.58%-122.1pp | 109.41%-86.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,086 | $4,221-50.6% | $3,653-42.9% | $4,762-56.2% |
| Participant deferral / active EE | $1,426 | $4,845-70.6% | $4,236-66.3% | $5,850-75.6% |
| Admin fee / account holder | $291 | $7,079-95.9% | $5,794-95.0% | $11,596-97.5% |