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 | $79,223 | $58,512+35.4% | $84,015-5.7% | $72,985+8.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 18.36% | 28.93%-10.6pp | 71.31%-53.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $7,660 | $1,163+558.7% | $1,983+286.2% | $2,440+214.0% |
| Participant deferral / active EE | $6,673 | $2,394+178.8% | $3,239+106.0% | $3,607+85.0% |
| Admin fee / account holder | $19 | $4,569-99.6% | $6,101-99.7% | $5,124-99.6% |