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 | $26,263 | $232,540-88.7% | $185,117-85.8% | $147,584-82.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.99% | 43.03%-24.0pp | 40.50%-21.5pp | 578.55%-559.6pp |
| Employer contribution / active EE | $6,649 | $5,195+28.0% | $4,182+59.0% | $4,876+36.4% |
| Participant deferral / active EE | $5,349 | $5,834-8.3% | $5,045+6.0% | $5,439-1.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |