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 | $44,809 | $180,449-75.2% | $154,107-70.9% | $135,375-66.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.34% | 888.09%-893.4pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,888 | $6,035-68.7% | $5,298-64.4% | $4,779-60.5% |
| Participant deferral / active EE | $5,534 | $5,806-4.7% | $5,081+8.9% | $5,609-1.3% |
| Admin fee / account holder | $24 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |