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 | $70,221 | $148,534-52.7% | $135,903-48.3% | $139,434-49.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.28% | 79.19%-60.9pp | 68.23%-49.9pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,432 | $5,243-53.6% | $4,856-49.9% | $4,751-48.8% |
| Participant deferral / active EE | $11,663 | $8,100+44.0% | $7,758+50.3% | $6,710+73.8% |
| Admin fee / account holder | $48 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |