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 8-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 | $20,409 | $114,237-82.1% | $119,258-82.9% | $167,490-87.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 20.84% | 29.87%-9.0pp | 30.69%-9.8pp | 478.56%-457.7pp |
| Employer contribution / active EE | $2,111 | $4,481-52.9% | $4,384-51.9% | $4,837-56.4% |
| Participant deferral / active EE | $4,519 | $6,084-25.7% | $6,111-26.1% | $6,341-28.7% |
| Admin fee / account holder | $36 | $8,932-99.6% | $7,226-99.5% | $12,309-99.7% |