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 | $45,717 | $226,064-79.8% | $182,532-75.0% | $152,861-70.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 8.69% | 192.51%-183.8pp | 148.54%-139.9pp | 345.32%-336.6pp |
| Employer contribution / active EE | $2,549 | $4,978-48.8% | $4,076-37.5% | $4,762-46.5% |
| Participant deferral / active EE | $3,593 | $6,368-43.6% | $5,524-35.0% | $5,850-38.6% |
| Admin fee / account holder | $60 | $10,703-99.4% | $8,592-99.3% | $11,596-99.5% |