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 | $64,945 | $121,625-46.6% | $104,607-37.9% | $158,922-59.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.16% | 465.26%-455.1pp | 340.46%-330.3pp | 302.83%-292.7pp |
| Employer contribution / active EE | $5,416 | $3,163+71.2% | $2,681+102.0% | $4,761+13.8% |
| Participant deferral / active EE | $14,353 | $4,177+243.6% | $3,740+283.8% | $5,982+139.9% |
| Admin fee / account holder | $39 | $7,787-99.5% | $6,473-99.4% | $11,246-99.7% |