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 | $31,504 | $232,540-86.5% | $185,117-83.0% | $147,584-78.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.44% | 43.03%-25.6pp | 40.50%-23.1pp | 578.55%-561.1pp |
| Employer contribution / active EE | $5,541 | $5,195+6.7% | $4,182+32.5% | $4,876+13.6% |
| Participant deferral / active EE | $1,620 | $5,834-72.2% | $5,045-67.9% | $5,439-70.2% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |