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 | $76,767 | $217,402-64.7% | $185,823-58.7% | $167,490-54.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.26% | 148.36%-136.1pp | 122.05%-109.8pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,286 | $5,873-61.1% | $5,167-55.8% | $4,837-52.7% |
| Participant deferral / active EE | $6,839 | $6,356+7.6% | $5,568+22.8% | $6,341+7.9% |
| Admin fee / account holder | $288 | $19,811-98.5% | $16,237-98.2% | $12,309-97.7% |