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 | $9,721 | $102,966-90.6% | $90,281-89.2% | $152,861-93.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.90% | 95.16%-68.3pp | 78.10%-51.2pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,132 | $3,139-63.9% | $2,854-60.3% | $4,762-76.2% |
| Participant deferral / active EE | $1,939 | $4,281-54.7% | $3,885-50.1% | $5,850-66.9% |
| Admin fee / account holder | $67 | $6,171-98.9% | $5,351-98.8% | $11,596-99.4% |