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 | $26,772 | $109,817-75.6% | $98,442-72.8% | $167,490-84.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.62% | 1956.69%-1947.1pp | 1492.73%-1483.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $1,627 | $3,224-49.5% | $2,960-45.0% | $4,837-66.4% |
| Participant deferral / active EE | $1,272 | $4,673-72.8% | $4,276-70.3% | $6,341-79.9% |
| Admin fee / account holder | $163 | $6,753-97.6% | $5,949-97.3% | $12,309-98.7% |