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 | $15,016 | $77,419-80.6% | $69,455-78.4% | $152,861-90.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 18.10% | 39.06%-21.0pp | 28.97%-10.9pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,094 | $3,315-67.0% | $2,779-60.6% | $4,762-77.0% |
| Participant deferral / active EE | $1,269 | $4,414-71.3% | $3,535-64.1% | $5,850-78.3% |
| Admin fee / account holder | $91 | $6,207-98.5% | $3,839-97.6% | $11,596-99.2% |