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 | $72,007 | $198,466-63.7% | $170,442-57.8% | $147,584-51.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.30% | 257.29%-245.0pp | 205.93%-193.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $3,688 | $6,184-40.4% | $5,433-32.1% | $4,876-24.4% |
| Participant deferral / active EE | $7,807 | $5,629+38.7% | $4,939+58.0% | $5,439+43.5% |
| Admin fee / account holder | $108 | $16,852-99.4% | $13,880-99.2% | $10,885-99.0% |