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 | $74,706 | $154,117-51.5% | $129,995-42.5% | $139,434-46.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.41% | 32.48%-18.1pp | -137.18%+151.6pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,314 | $5,289-56.2% | $4,320-46.4% | $4,751-51.3% |
| Participant deferral / active EE | $6,522 | $6,710-2.8% | $5,820+12.1% | $6,710-2.8% |
| Admin fee / account holder | $262 | $14,007-98.1% | $10,614-97.5% | $11,403-97.7% |