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 | $22,248 | $176,377-87.4% | $134,143-83.4% | $158,922-86.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 20.35% | 63.63%-43.3pp | 36.33%-16.0pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,589 | $5,040-48.6% | $3,704-30.1% | $4,761-45.6% |
| Participant deferral / active EE | $5,270 | $4,091+28.8% | $3,499+50.6% | $5,982-11.9% |
| Admin fee / account holder | $16 | $8,718-99.8% | $6,684-99.8% | $11,246-99.9% |