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 | $34,231 | $106,890-68.0% | $84,015-59.3% | $152,861-77.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 9.89% | 104.99%-95.1pp | 71.31%-61.4pp | 345.32%-335.4pp |
| Employer contribution / active EE | $3,044 | $2,734+11.3% | $1,983+53.5% | $4,762-36.1% |
| Participant deferral / active EE | $6,265 | $4,011+56.2% | $3,239+93.5% | $5,850+7.1% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |