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 | $29,087 | $227,553-87.2% | $189,557-84.7% | $167,490-82.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.03% | 78.40%-67.4pp | 64.17%-53.1pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,053 | $5,316-80.2% | $4,412-76.1% | $4,837-78.2% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,341-100.0% |
| Admin fee / account holder | $9 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |