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 | $71,582 | $165,984-56.9% | $164,813-56.6% | $145,922-50.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.91% | 100.03%-88.1pp | 69.93%-58.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,535 | $5,273-70.9% | $4,341-64.6% | $4,660-67.1% |
| Participant deferral / active EE | $4,762 | $6,959-31.6% | $6,031-21.0% | $6,688-28.8% |
| Admin fee / account holder | $115 | $16,648-99.3% | $12,690-99.1% | $13,397-99.1% |