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 | $54,259 | $109,817-50.6% | $98,442-44.9% | $167,490-67.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.46% | 1956.69%-1943.2pp | 1492.73%-1479.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,950 | $3,224-39.5% | $2,960-34.1% | $4,837-59.7% |
| Participant deferral / active EE | $2,454 | $4,673-47.5% | $4,276-42.6% | $6,341-61.3% |
| Admin fee / account holder | $227 | $6,753-96.6% | $5,949-96.2% | $12,309-98.2% |