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 | $54,280 | $96,635-43.8% | $86,612-37.3% | $139,434-61.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.51% | 106.41%-86.9pp | 591.07%-571.6pp | 372.94%-353.4pp |
| Employer contribution / active EE | $887 | $3,263-72.8% | $3,022-70.6% | $4,751-81.3% |
| Participant deferral / active EE | $1,945 | $4,836-59.8% | $4,438-56.2% | $6,710-71.0% |
| Admin fee / account holder | $45 | $6,408-99.3% | $5,614-99.2% | $11,403-99.6% |