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 | $53,324 | $100,852-47.1% | $90,404-41.0% | $158,922-66.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.71% | 1724.20%-1713.5pp | 1293.02%-1282.3pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,825 | $3,689-23.4% | $3,262-13.4% | $4,761-40.7% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $125 | $6,501-98.1% | $5,611-97.8% | $11,246-98.9% |