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 | $50,751 | $198,466-74.4% | $170,442-70.2% | $147,584-65.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.00% | 257.29%-240.3pp | 205.93%-188.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $3,497 | $6,184-43.5% | $5,433-35.6% | $4,876-28.3% |
| Participant deferral / active EE | $11,535 | $5,629+104.9% | $4,939+133.5% | $5,439+112.1% |
| Admin fee / account holder | $112 | $16,852-99.3% | $13,880-99.2% | $10,885-99.0% |