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 | $52,488 | $157,256-66.6% | $141,162-62.8% | $152,861-65.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.66% | 64.32%-44.7pp | 71.39%-51.7pp | 345.32%-325.7pp |
| Employer contribution / active EE | $6,863 | $5,261+30.4% | $4,735+44.9% | $4,762+44.1% |
| Participant deferral / active EE | $6,272 | $7,109-11.8% | $6,709-6.5% | $5,850+7.2% |
| Admin fee / account holder | $28 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |