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 | $49,304 | $132,634-62.8% | $115,768-57.4% | $137,256-64.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 20.73% | 160.70%-140.0pp | 100.46%-79.7pp | 220.34%-199.6pp |
| Employer contribution / active EE | $11,972 | $3,360+256.4% | $2,940+307.3% | $4,156+188.1% |
| Participant deferral / active EE | $9,068 | $5,619+61.4% | $4,917+84.4% | $6,407+41.5% |
| Admin fee / account holder | $201 | $15,028-98.7% | $12,439-98.4% | $12,270-98.4% |