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 | $23,885 | $76,738-68.9% | $56,411-57.7% | $145,922-83.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.74% | 2994.23%-2981.5pp | 1701.33%-1688.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,036 | $1,380-24.9% | $1,039-0.2% | $4,660-77.8% |
| Participant deferral / active EE | $643 | $2,623-75.5% | $1,952-67.1% | $6,688-90.4% |
| Admin fee / account holder | $246 | $3,334-92.6% | $2,829-91.3% | $13,397-98.2% |