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 | $60,713 | $99,020-38.7% | $86,590-29.9% | $147,584-58.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.94% | 1312.34%-1293.4pp | 964.84%-945.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,774 | $3,132-43.4% | $2,839-37.5% | $4,876-63.6% |
| Participant deferral / active EE | $2,588 | $3,972-34.8% | $3,609-28.3% | $5,439-52.4% |
| Admin fee / account holder | $219 | $5,710-96.2% | $4,906-95.5% | $10,885-98.0% |