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 | $41,062 | $232,540-82.3% | $185,117-77.8% | $147,584-72.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 25.20% | 43.03%-17.8pp | 40.50%-15.3pp | 578.55%-553.3pp |
| Employer contribution / active EE | $4,111 | $5,195-20.9% | $4,182-1.7% | $4,876-15.7% |
| Participant deferral / active EE | $13,941 | $5,834+139.0% | $5,045+176.3% | $5,439+156.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |