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 | $79,882 | $157,256-49.2% | $141,162-43.4% | $152,861-47.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.68% | 64.32%-43.6pp | 71.39%-50.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $4,014 | $5,261-23.7% | $4,735-15.2% | $4,762-15.7% |
| Participant deferral / active EE | $9,899 | $7,109+39.2% | $6,709+47.5% | $5,850+69.2% |
| Admin fee / account holder | $277 | $12,120-97.7% | $10,261-97.3% | $11,596-97.6% |