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 | $27,497 | $157,256-82.5% | $141,162-80.5% | $152,861-82.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.92% | 64.32%-42.4pp | 71.39%-49.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,818 | $5,261-65.4% | $4,735-61.6% | $4,762-61.8% |
| Participant deferral / active EE | $6,629 | $7,109-6.8% | $6,709-1.2% | $5,850+13.3% |
| Admin fee / account holder | $249 | $12,120-97.9% | $10,261-97.6% | $11,596-97.9% |