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 | $72,082 | $183,519-60.7% | $155,509-53.6% | $145,922-50.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.52% | 61.17%-50.6pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $10,997 | $5,313+107.0% | $4,672+135.3% | $4,660+136.0% |
| Participant deferral / active EE | $4,357 | $6,462-32.6% | $5,626-22.6% | $6,688-34.8% |
| Admin fee / account holder | $4 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |