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 | $77,333 | $84,696-8.7% | $75,696+2.2% | $167,490-53.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 30.86% | 199.36%-168.5pp | 104.53%-73.7pp | 478.56%-447.7pp |
| Employer contribution / active EE | $8,808 | $3,230+172.7% | $2,743+221.1% | $4,837+82.1% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $3,821-100.0% | $6,341-100.0% |
| Admin fee / account holder | $105 | $5,355-98.0% | $3,619-97.1% | $12,309-99.1% |