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 | $49,127 | $105,126-53.3% | $94,646-48.1% | $139,434-64.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.57% | 38.03%-17.5pp | 156.71%-136.1pp | 372.94%-352.4pp |
| Employer contribution / active EE | $3,718 | $4,106-9.4% | $3,672+1.3% | $4,751-21.7% |
| Participant deferral / active EE | $7,108 | $7,599-6.5% | $7,418-4.2% | $6,710+5.9% |
| Admin fee / account holder | $51 | $8,984-99.4% | $7,231-99.3% | $11,403-99.6% |