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 | $45,429 | $107,334-57.7% | $92,893-51.1% | $152,861-70.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.20% | 145.58%-124.4pp | 109.41%-88.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $3,656 | $4,221-13.4% | $3,653+0.1% | $4,762-23.2% |
| Participant deferral / active EE | $12,218 | $4,845+152.2% | $4,236+188.4% | $5,850+108.8% |
| Admin fee / account holder | $270 | $7,079-96.2% | $5,794-95.3% | $11,596-97.7% |