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 | $36,748 | $88,751-58.6% | $81,812-55.1% | $145,922-74.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.21% | 1025.40%-1015.2pp | 773.79%-763.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $3,576 | $3,083+16.0% | $2,912+22.8% | $4,660-23.2% |
| Participant deferral / active EE | $5,299 | $4,643+14.1% | $4,319+22.7% | $6,688-20.8% |
| Admin fee / account holder | $115 | $8,415-98.6% | $7,386-98.4% | $13,397-99.1% |