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 | $59,794 | $232,540-74.3% | $185,117-67.7% | $147,584-59.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.17% | 43.03%-27.9pp | 40.50%-25.3pp | 578.55%-563.4pp |
| Employer contribution / active EE | $8,834 | $5,195+70.0% | $4,182+111.3% | $4,876+81.2% |
| Participant deferral / active EE | $12,296 | $5,834+110.8% | $5,045+143.7% | $5,439+126.1% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |