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 | $55,398 | $232,540-76.2% | $185,117-70.1% | $147,584-62.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 52.25% | 43.03%+9.2pp | 40.50%+11.7pp | 578.55%-526.3pp |
| Employer contribution / active EE | $4,973 | $5,195-4.3% | $4,182+18.9% | $4,876+2.0% |
| Participant deferral / active EE | $5,244 | $5,834-10.1% | $5,045+3.9% | $5,439-3.6% |
| Admin fee / account holder | $199 | $10,275-98.1% | $8,159-97.6% | $10,885-98.2% |