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 | $30,874 | $108,642-71.6% | $74,701-58.7% | $152,861-79.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 19.89% | 114.06%-94.2pp | 752.92%-733.0pp | 345.32%-325.4pp |
| Employer contribution / active EE | $913 | $1,503-39.2% | $1,084-15.7% | $4,762-80.8% |
| Participant deferral / active EE | $3,660 | $2,712+34.9% | $1,964+86.4% | $5,850-37.4% |
| Admin fee / account holder | $163 | $4,902-96.7% | $3,333-95.1% | $11,596-98.6% |