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 | $47,213 | $165,335-71.4% | $149,696-68.5% | $158,922-70.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.45% | 348.15%-335.7pp | 276.60%-264.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $5,828 | $5,103+14.2% | $4,644+25.5% | $4,761+22.4% |
| Participant deferral / active EE | $10,027 | $7,181+39.6% | $6,842+46.6% | $5,982+67.6% |
| Admin fee / account holder | $63 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |