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 5-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 | $58,546 | $117,841-50.3% | $102,423-42.8% | $145,922-59.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.06% | 31.65%-21.6pp | 29.32%-19.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $7,726 | $3,615+113.7% | $3,023+155.5% | $4,660+65.8% |
| Participant deferral / active EE | $3,371 | $5,731-41.2% | $5,053-33.3% | $6,688-49.6% |
| Admin fee / account holder | $4 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |