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 | $119,901 | $210,648-43.1% | $177,989-32.6% | $145,922-17.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.96% | 385.86%-372.9pp | 294.48%-281.5pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,744 | $4,565-39.9% | $3,949-30.5% | $4,660-41.1% |
| Participant deferral / active EE | $37,375 | $6,958+437.2% | $6,276+495.5% | $6,688+458.9% |
| Admin fee / account holder | $33 | $12,013-99.7% | $10,363-99.7% | $13,397-99.8% |