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 | $17,865 | $48,230-63.0% | $67,502-73.5% | $80,856-77.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.87% | 18.28%-5.4pp | 3512.12%-3499.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,390 | $2,020+18.3% | $2,731-12.5% | $2,755-13.3% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2 | $3,681-99.9% | $3,998-99.9% | $6,918-100.0% |