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 | $16,950 | $73,515-76.9% | $62,995-73.1% | $147,584-88.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 32.59% | 175.43%-142.8pp | 87.57%-55.0pp | 578.55%-546.0pp |
| Employer contribution / active EE | $2,140 | $3,320-35.6% | $2,759-22.4% | $4,876-56.1% |
| Participant deferral / active EE | $7,366 | $4,185+76.0% | $3,329+121.2% | $5,439+35.4% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |