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 | $129,017 | $179,726-28.2% | $156,263-17.4% | $142,382-9.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.87% | 77.86%-62.0pp | 59.47%-43.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,303 | $5,069-34.8% | $4,333-23.8% | $4,299-23.2% |
| Participant deferral / active EE | $12,636 | $6,956+81.7% | $6,158+105.2% | $6,507+94.2% |
| Admin fee / account holder | $196 | $17,272-98.9% | $14,255-98.6% | $12,624-98.4% |