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 | $84,895 | $96,635-12.1% | $86,612-2.0% | $139,434-39.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.95% | 106.41%-91.5pp | 591.07%-576.1pp | 372.94%-358.0pp |
| Employer contribution / active EE | $679 | $3,263-79.2% | $3,022-77.5% | $4,751-85.7% |
| Participant deferral / active EE | $2,738 | $4,836-43.4% | $4,438-38.3% | $6,710-59.2% |
| Admin fee / account holder | $200 | $6,408-96.9% | $5,614-96.4% | $11,403-98.2% |