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 | $60,767 | $183,519-66.9% | $155,509-60.9% | $145,922-58.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.39% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,812 | $5,313-47.1% | $4,672-39.8% | $4,660-39.6% |
| Participant deferral / active EE | $5,587 | $6,462-13.5% | $5,626-0.7% | $6,688-16.5% |
| Admin fee / account holder | $2 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |