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 | $32,721 | $209,411-84.4% | $178,490-81.7% | $158,922-79.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.90% | 188.75%-175.8pp | 151.07%-138.2pp | 302.83%-289.9pp |
| Employer contribution / active EE | $10,936 | $5,706+91.6% | $5,011+118.3% | $4,761+129.7% |
| Participant deferral / active EE | $27,269 | $5,954+358.0% | $5,202+424.2% | $5,982+355.8% |
| Admin fee / account holder | $17 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |