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 | $49,739 | $157,256-68.4% | $141,162-64.8% | $152,861-67.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.39% | 64.32%-35.9pp | 71.39%-43.0pp | 345.32%-316.9pp |
| Employer contribution / active EE | $2,491 | $5,261-52.7% | $4,735-47.4% | $4,762-47.7% |
| Participant deferral / active EE | $7,111 | $7,1090% | $6,709+6.0% | $5,850+21.6% |
| Admin fee / account holder | $100 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |