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 | $63,587 | $104,251-39.0% | $91,001-30.1% | $147,584-56.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 27.10% | 27.06%0pp | 4.60%+22.5pp | 578.55%-551.5pp |
| Employer contribution / active EE | $1,578 | $3,116-49.3% | $2,456-35.7% | $4,876-67.6% |
| Participant deferral / active EE | $7,301 | $4,195+74.0% | $3,547+105.8% | $5,439+34.2% |
| Admin fee / account holder | $41 | $8,948-99.5% | $5,417-99.2% | $10,885-99.6% |