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 | $13,564 | $100,852-86.6% | $90,404-85.0% | $158,922-91.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 29.83% | 1724.20%-1694.4pp | 1293.02%-1263.2pp | 302.83%-273.0pp |
| Employer contribution / active EE | $1,940 | $3,689-47.4% | $3,262-40.5% | $4,761-59.3% |
| Participant deferral / active EE | $3,207 | $4,348-26.2% | $3,963-19.1% | $5,982-46.4% |
| Admin fee / account holder | $161 | $6,501-97.5% | $5,611-97.1% | $11,246-98.6% |