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 | $19,014 | $109,327-82.6% | $89,391-78.7% | $158,922-88.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 24.55% | 345.68%-321.1pp | 245.62%-221.1pp | 302.83%-278.3pp |
| Employer contribution / active EE | $840 | $3,170-73.5% | $2,586-67.5% | $4,761-82.3% |
| Participant deferral / active EE | $1,772 | $4,598-61.5% | $3,890-54.5% | $5,982-70.4% |
| Admin fee / account holder | $5 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |