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 | $80,683 | $198,466-59.3% | $170,442-52.7% | $147,584-45.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.37% | 257.29%-237.9pp | 205.93%-186.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,804 | $6,184-54.7% | $5,433-48.4% | $4,876-42.5% |
| Participant deferral / active EE | $2,041 | $5,629-63.7% | $4,939-58.7% | $5,439-62.5% |
| Admin fee / account holder | $47 | $16,852-99.7% | $13,880-99.7% | $10,885-99.6% |