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 | $29,380 | $72,400-59.4% | $67,502-56.5% | $145,922-79.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.34% | 7182.46%-7170.1pp | 3512.12%-3499.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,596 | $3,069-48.0% | $2,731-41.6% | $4,660-65.7% |
| Participant deferral / active EE | $1,950 | $4,783-59.2% | $4,000-51.2% | $6,688-70.8% |
| Admin fee / account holder | $265 | $5,539-95.2% | $3,998-93.4% | $13,397-98.0% |