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 | $68,080 | $198,466-65.7% | $170,442-60.1% | $147,584-53.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.43% | 257.29%-237.9pp | 205.93%-186.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,348 | $6,184-62.0% | $5,433-56.8% | $4,876-51.8% |
| Participant deferral / active EE | $5,703 | $5,629+1.3% | $4,939+15.5% | $5,439+4.9% |
| Admin fee / account holder | $91 | $16,852-99.5% | $13,880-99.3% | $10,885-99.2% |