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 | $61,800 | $817,678-92.4% | $392,568-84.3% | $152,861-59.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 19.09% | 22.84%-3.7pp | 24.42%-5.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,493 | $5,502-72.9% | $3,783-60.5% | $4,762-68.6% |
| Participant deferral / active EE | $5,063 | $8,398-39.7% | $5,985-15.4% | $5,850-13.5% |
| Admin fee / account holder | $143 | $12,095-98.8% | $6,260-97.7% | $11,596-98.8% |