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 5-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 | $31,400 | $95,266-67.0% | $82,389-61.9% | $142,382-77.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 10.84% | 25.74%-14.9pp | 28.67%-17.8pp | 217.08%-206.2pp |
| Employer contribution / active EE | $7,500 | $2,991+150.7% | $2,517+198.0% | $4,299+74.5% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $264 | $8,563-96.9% | $7,231-96.3% | $12,624-97.9% |