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 | $113,137 | $118,919-4.9% | $88,538+27.8% | $152,861-26.0% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 23.82% | 47.92%-24.1pp | 43.64%-19.8pp | 345.32%-321.5pp |
| Employer contribution / active EE | $940 | $2,669-64.8% | $2,098-55.2% | $4,762-80.3% |
| Participant deferral / active EE | $2,509 | $3,549-29.3% | $2,914-13.9% | $5,850-57.1% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,596-100.0% |