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 | $12,840 | $49,227-73.9% | $70,449-81.8% | $79,858-83.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 17.81% | 30.06%-12.3pp | 109.03%-91.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,396 | $2,099+14.1% | $2,737-12.5% | $2,471-3.0% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $170 | $2,878-94.1% | $3,845-95.6% | $5,306-96.8% |