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 | $52,795 | $88,751-40.5% | $81,812-35.5% | $145,922-63.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.23% | 1025.40%-1003.2pp | 773.79%-751.6pp | 561.29%-539.1pp |
| Employer contribution / active EE | $2,615 | $3,083-15.2% | $2,912-10.2% | $4,660-43.9% |
| Participant deferral / active EE | $8,571 | $4,643+84.6% | $4,319+98.5% | $6,688+28.2% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |