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 | $21,170 | $107,334-80.3% | $92,893-77.2% | $152,861-86.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.49% | 145.58%-121.1pp | 109.41%-84.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,713 | $4,221-59.4% | $3,653-53.1% | $4,762-64.0% |
| Participant deferral / active EE | $3,326 | $4,845-31.4% | $4,236-21.5% | $5,850-43.1% |
| Admin fee / account holder | $18 | $7,079-99.8% | $5,794-99.7% | $11,596-99.8% |