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 | $98,096 | $176,056-44.3% | $159,436-38.5% | $167,490-41.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.63% | 331.75%-311.1pp | 263.57%-242.9pp | 478.56%-457.9pp |
| Employer contribution / active EE | $4,388 | $5,297-17.2% | $4,829-9.1% | $4,837-9.3% |
| Participant deferral / active EE | $8,575 | $7,750+10.6% | $7,352+16.6% | $6,341+35.2% |
| Admin fee / account holder | $131 | $12,554-99.0% | $10,799-98.8% | $12,309-98.9% |