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 | $36,493 | $77,419-52.9% | $69,455-47.5% | $152,861-76.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 9.13% | 39.06%-29.9pp | 28.97%-19.8pp | 345.32%-336.2pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,806 | $4,414-59.1% | $3,535-48.9% | $5,850-69.1% |
| Admin fee / account holder | $274 | $6,207-95.6% | $3,839-92.9% | $11,596-97.6% |