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 | $45,852 | $109,327-58.1% | $89,391-48.7% | $158,922-71.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 27.42% | 345.68%-318.3pp | 245.62%-218.2pp | 302.83%-275.4pp |
| Employer contribution / active EE | $380 | $3,170-88.0% | $2,586-85.3% | $4,761-92.0% |
| Participant deferral / active EE | $1,140 | $4,598-75.2% | $3,890-70.7% | $5,982-80.9% |
| Admin fee / account holder | $42 | $6,153-99.3% | $4,881-99.1% | $11,246-99.6% |