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 | $80,067 | $226,064-64.6% | $182,532-56.1% | $152,861-47.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.38% | 192.51%-168.1pp | 148.54%-124.2pp | 345.32%-320.9pp |
| Employer contribution / active EE | $5,071 | $4,978+1.9% | $4,076+24.4% | $4,762+6.5% |
| Participant deferral / active EE | $8,665 | $6,368+36.1% | $5,524+56.9% | $5,850+48.1% |
| Admin fee / account holder | $59 | $10,703-99.5% | $8,592-99.3% | $11,596-99.5% |