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 | $44,834 | $105,126-57.4% | $94,646-52.6% | $139,434-67.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.47% | 38.03%-24.6pp | 156.71%-143.2pp | 372.94%-359.5pp |
| Employer contribution / active EE | $9,384 | $4,106+128.6% | $3,672+155.5% | $4,751+97.5% |
| Participant deferral / active EE | $2,534 | $7,599-66.7% | $7,418-65.8% | $6,710-62.2% |
| Admin fee / account holder | $4 | $8,984-100.0% | $7,231-99.9% | $11,403-100.0% |