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 3-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 | $29,529 | $84,695-65.1% | $73,843-60.0% | $125,391-76.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.65% | 3123.53%-3120.9pp | 2267.84%-2265.2pp | 282.22%-279.6pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,681 | $3,992-57.9% | $3,583-53.1% | $5,352-68.6% |
| Admin fee / account holder | $10 | $5,691-99.8% | $4,880-99.8% | $9,540-99.9% |