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 | $58,607 | $181,894-67.8% | $156,549-62.6% | $273,961-78.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.80% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $8,010 | $6,248+28.2% | $5,501+45.6% | $4,869+64.5% |
| Participant deferral / active EE | $10,375 | $5,550+86.9% | $4,871+113.0% | $5,287+96.2% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |