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 | $48,174 | $90,600-46.8% | $79,464-39.4% | $135,375-64.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.99% | 977.43%-976.4pp | 718.14%-717.1pp | 519.73%-518.7pp |
| Employer contribution / active EE | $7,161 | $3,068+133.4% | $2,800+155.7% | $4,779+49.9% |
| Participant deferral / active EE | $7,521 | $4,050+85.7% | $3,704+103.1% | $5,609+34.1% |
| Admin fee / account holder | $15 | $5,907-99.7% | $5,113-99.7% | $10,827-99.9% |