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 | $49,762 | $169,032-70.6% | $129,207-61.5% | $145,922-65.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.02% | 14330.11%-14309.1pp | 9417.33%-9396.3pp | 561.29%-540.3pp |
| Employer contribution / active EE | $5,385 | $5,537-2.7% | $4,153+29.7% | $4,660+15.6% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $176 | $9,954-98.2% | $7,715-97.7% | $13,397-98.7% |