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 | $29,909 | $109,817-72.8% | $98,442-69.6% | $167,490-82.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.99% | 1956.69%-1940.7pp | 1492.73%-1476.7pp | 478.56%-462.6pp |
| Employer contribution / active EE | $759 | $3,224-76.5% | $2,960-74.4% | $4,837-84.3% |
| Participant deferral / active EE | $2,272 | $4,673-51.4% | $4,276-46.9% | $6,341-64.2% |
| Admin fee / account holder | $81 | $6,753-98.8% | $5,949-98.6% | $12,309-99.3% |