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 | $29,304 | $99,020-70.4% | $86,590-66.2% | $147,584-80.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.85% | 1312.34%-1301.5pp | 964.84%-954.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $1,399 | $3,132-55.3% | $2,839-50.7% | $4,876-71.3% |
| Participant deferral / active EE | $4,272 | $3,972+7.6% | $3,609+18.4% | $5,439-21.4% |
| Admin fee / account holder | $127 | $5,710-97.8% | $4,906-97.4% | $10,885-98.8% |