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 | $26,991 | $53,822-49.9% | $75,696-64.3% | $85,850-68.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 18.70% | 24.54%-5.8pp | 104.53%-85.8pp | 318.53%-299.8pp |
| Employer contribution / active EE | $854 | $2,017-57.7% | $2,743-68.9% | $2,565-66.7% |
| Participant deferral / active EE | $1,342 | $2,895-53.7% | $3,821-64.9% | $3,952-66.1% |
| Admin fee / account holder | $44 | $3,343-98.7% | $3,619-98.8% | $6,260-99.3% |