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 | $53,412 | $91,552-41.7% | $133,956-60.1% | $79,858-33.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 18.39% | 61.85%-43.5pp | 45.09%-26.7pp | 31.71%-13.3pp |
| Employer contribution / active EE | $6,428 | $2,384+169.7% | $3,919+64.0% | $2,471+160.2% |
| Participant deferral / active EE | $2,828 | $3,733-24.2% | $5,048-44.0% | $3,740-24.4% |
| Admin fee / account holder | $52 | $6,321-99.2% | $8,927-99.4% | $5,306-99.0% |