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 | $20,599 | $45,035-54.3% | $62,995-67.3% | $70,131-70.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 24.41% | 18.76%+5.7pp | 87.57%-63.2pp | 73.14%-48.7pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $12,096 | $2,465+390.8% | $3,329+263.3% | $3,332+263.0% |
| Admin fee / account holder | $232 | $2,834-91.8% | $3,600-93.6% | $4,645-95.0% |