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 | $37,164 | $77,813-52.2% | $123,544-69.9% | $64,186-42.1% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | 12.23% | 12.48%-0.3pp | 119.20%-107.0pp | 7.63%+4.6pp |
| Employer contribution / active EE | $10,256 | $3,014+240.3% | $4,628+121.6% | $2,381+330.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $208 | $5,519-96.2% | $9,284-97.8% | $4,888-95.7% |