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 | $51,247 | $106,890-52.1% | $84,015-39.0% | $152,861-66.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.30% | 104.99%-82.7pp | 71.31%-49.0pp | 345.32%-323.0pp |
| Employer contribution / active EE | $465 | $2,734-83.0% | $1,983-76.6% | $4,762-90.2% |
| Participant deferral / active EE | $3,811 | $4,011-5.0% | $3,239+17.7% | $5,850-34.9% |
| Admin fee / account holder | $255 | $8,285-96.9% | $6,101-95.8% | $11,596-97.8% |