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 | $21,113 | $102,966-79.5% | $90,281-76.6% | $152,861-86.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.85% | 95.16%-81.3pp | 78.10%-64.2pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,158 | $3,139-63.1% | $2,854-59.4% | $4,762-75.7% |
| Participant deferral / active EE | $1,943 | $4,281-54.6% | $3,885-50.0% | $5,850-66.8% |
| Admin fee / account holder | $233 | $6,171-96.2% | $5,351-95.7% | $11,596-98.0% |