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 | $42,336 | $99,652-57.5% | $78,778-46.3% | $147,584-71.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.13% | 47.28%-37.2pp | 35.62%-25.5pp | 578.55%-568.4pp |
| Employer contribution / active EE | $2,365 | $2,796-15.4% | $1,986+19.1% | $4,876-51.5% |
| Participant deferral / active EE | $4,257 | $3,664+16.2% | $2,958+43.9% | $5,439-21.7% |
| Admin fee / account holder | $235 | $7,155-96.7% | $5,134-95.4% | $10,885-97.8% |