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 | $69,296 | $81,632-15.1% | $70,449-1.6% | $158,922-56.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 6.45% | 208.40%-202.0pp | 109.03%-102.6pp | 302.83%-296.4pp |
| Employer contribution / active EE | $3,492 | $3,217+8.5% | $2,737+27.6% | $4,761-26.7% |
| Participant deferral / active EE | $7,933 | $4,554+74.2% | $3,709+113.9% | $5,982+32.6% |
| Admin fee / account holder | $28 | $6,193-99.5% | $3,845-99.3% | $11,246-99.7% |