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 | $34,900 | $72,071-51.6% | $68,368-49.0% | $137,256-74.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.27% | 353.14%-335.9pp | 292.57%-275.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $6,024 | $2,788+116.1% | $2,649+127.4% | $4,156+44.9% |
| Participant deferral / active EE | $7,185 | $4,410+62.9% | $4,123+74.3% | $6,407+12.1% |
| Admin fee / account holder | $81 | $5,336-98.5% | $5,150-98.4% | $12,270-99.3% |