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 | $17,792 | $108,172-83.6% | $77,482-77.0% | $158,922-88.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 9.92% | 31.67%-21.8pp | 54.79%-44.9pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,701 | $1,325+28.4% | $986+72.5% | $4,761-64.3% |
| Participant deferral / active EE | $2,133 | $2,456-13.2% | $1,861+14.6% | $5,982-64.3% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |