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 | $36,726 | $113,339-67.6% | $94,993-61.3% | $147,584-75.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 9.97% | 20.77%-10.8pp | 27.12%-17.2pp | 578.55%-568.6pp |
| Employer contribution / active EE | $1,695 | $3,160-46.4% | $2,603-34.9% | $4,876-65.2% |
| Participant deferral / active EE | $4,577 | $3,777+21.2% | $3,317+38.0% | $5,439-15.9% |
| Admin fee / account holder | $15 | $6,063-99.8% | $4,960-99.7% | $10,885-99.9% |