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 | $46,331 | $98,240-52.8% | $82,313-43.7% | $147,584-68.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 32.14% | 30.85%+1.3pp | 25.88%+6.3pp | 578.55%-546.4pp |
| Employer contribution / active EE | $2,407 | $3,192-24.6% | $2,428-0.9% | $4,876-50.6% |
| Participant deferral / active EE | $9,478 | $4,383+116.2% | $3,706+155.7% | $5,439+74.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |