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 | $26,120 | $56,277-53.6% | $80,975-67.7% | $62,891-58.5% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 40.96% | 22.12%+18.8pp | 17.10%+23.9pp | 20.14%+20.8pp |
| Employer contribution / active EE | $5,038 | $1,943+159.3% | $3,714+35.6% | $2,281+120.9% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $47 | $3,741-98.7% | $5,516-99.1% | $4,296-98.9% |