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 | $57,205 | $102,966-44.4% | $90,281-36.6% | $152,861-62.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.60% | 95.16%-66.6pp | 78.10%-49.5pp | 345.32%-316.7pp |
| Employer contribution / active EE | $5,131 | $3,139+63.5% | $2,854+79.8% | $4,762+7.8% |
| Participant deferral / active EE | $8,267 | $4,281+93.1% | $3,885+112.8% | $5,850+41.3% |
| Admin fee / account holder | $17 | $6,171-99.7% | $5,351-99.7% | $11,596-99.9% |