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 | $45,874 | $116,175-60.5% | $93,606-51.0% | $152,861-70.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.83% | 35.96%-17.1pp | 32.76%-13.9pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,649 | $3,218-17.7% | $2,718-2.5% | $4,762-44.4% |
| Participant deferral / active EE | $4,270 | $4,603-7.2% | $4,069+4.9% | $5,850-27.0% |
| Admin fee / account holder | $267 | $10,748-97.5% | $7,888-96.6% | $11,596-97.7% |