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 | $47,737 | $91,037-47.6% | $71,671-33.4% | $147,584-67.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 17.76% | 20.48%-2.7pp | 20.65%-2.9pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,209 | $3,327-33.6% | $2,460-10.2% | $4,876-54.7% |
| Participant deferral / active EE | $3,194 | $4,498-29.0% | $3,438-7.1% | $5,439-41.3% |
| Admin fee / account holder | $106 | $8,613-98.8% | $5,558-98.1% | $10,885-99.0% |