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 | $55,999 | $127,264-56.0% | $109,895-49.0% | $167,490-66.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 17.66% | 22.97%-5.3pp | 29.45%-11.8pp | 478.56%-460.9pp |
| Employer contribution / active EE | $2,883 | $3,322-13.2% | $2,842+1.4% | $4,837-40.4% |
| Participant deferral / active EE | $6,015 | $4,514+33.3% | $4,048+48.6% | $6,341-5.1% |
| Admin fee / account holder | $141 | $7,114-98.0% | $6,066-97.7% | $12,309-98.9% |