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 | $22,661 | $115,770-80.4% | $101,248-77.6% | $158,922-85.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.86% | 56.14%-42.3pp | 46.47%-32.6pp | 302.83%-289.0pp |
| Employer contribution / active EE | $805 | $4,175-80.7% | $3,660-78.0% | $4,761-83.1% |
| Participant deferral / active EE | $4,696 | $4,957-5.3% | $4,370+7.4% | $5,982-21.5% |
| Admin fee / account holder | $31 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |