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 | $15,379 | $117,381-86.9% | $99,443-84.5% | $152,861-89.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 23.11% | 31.87%-8.8pp | 30.72%-7.6pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,156 | $3,013-28.4% | $2,540-15.1% | $4,762-54.7% |
| Participant deferral / active EE | $4,126 | $4,086+1.0% | $3,619+14.0% | $5,850-29.5% |
| Admin fee / account holder | $209 | $7,631-97.3% | $6,250-96.7% | $11,596-98.2% |