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 | $57,566 | $60,349-4.6% | $74,183-22.4% | $62,891-8.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 26.11% | 21.37%+4.7pp | 17.74%+8.4pp | 20.14%+6.0pp |
| Employer contribution / active EE | $1,241 | $1,680-26.1% | $2,370-47.6% | $2,281-45.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $300 | $4,261-93.0% | $5,586-94.6% | $4,296-93.0% |