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 | $23,177 | $63,346-63.4% | $92,233-74.9% | $70,131-67.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.47% | 530.12%-511.6pp | 176.28%-157.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $3,072 | $2,471+24.3% | $3,679-16.5% | $2,342+31.1% |
| Participant deferral / active EE | $2,716 | $2,854-4.8% | $3,897-30.3% | $3,332-18.5% |
| Admin fee / account holder | $116 | $3,840-97.0% | $5,194-97.8% | $4,645-97.5% |