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 | $86,766 | $144,119-39.8% | $117,854-26.4% | $147,584-41.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.88% | 531.15%-517.3pp | 335.08%-321.2pp | 578.55%-564.7pp |
| Employer contribution / active EE | $3,661 | $4,896-25.2% | $3,786-3.3% | $4,876-24.9% |
| Participant deferral / active EE | $8,507 | $5,316+60.0% | $4,482+89.8% | $5,439+56.4% |
| Admin fee / account holder | $267 | $10,886-97.5% | $8,020-96.7% | $10,885-97.5% |