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 | $27,026 | $113,339-76.2% | $94,993-71.5% | $147,584-81.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 19.82% | 20.77%-0.9pp | 27.12%-7.3pp | 578.55%-558.7pp |
| Employer contribution / active EE | $3,470 | $3,160+9.8% | $2,603+33.3% | $4,876-28.8% |
| Participant deferral / active EE | $1,300 | $3,777-65.6% | $3,317-60.8% | $5,439-76.1% |
| Admin fee / account holder | $294 | $6,063-95.2% | $4,960-94.1% | $10,885-97.3% |