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 | $54,837 | $127,386-57.0% | $115,037-52.3% | $125,391-56.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.63% | 31.28%-32.9pp | 26.14%-27.8pp | 282.22%-283.9pp |
| Employer contribution / active EE | $3,623 | $5,166-29.9% | $4,608-21.4% | $4,866-25.5% |
| Participant deferral / active EE | $9,029 | $6,423+40.6% | $6,026+49.8% | $5,352+68.7% |
| Admin fee / account holder | $189 | $9,516-98.0% | $8,175-97.7% | $9,540-98.0% |