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 | $57,112 | $209,411-72.7% | $178,490-68.0% | $158,922-64.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.00% | 188.75%-160.7pp | 151.07%-123.1pp | 302.83%-274.8pp |
| Employer contribution / active EE | $2,549 | $5,706-55.3% | $5,011-49.1% | $4,761-46.5% |
| Participant deferral / active EE | $4,980 | $5,954-16.4% | $5,202-4.3% | $5,982-16.8% |
| Admin fee / account holder | $180 | $17,074-98.9% | $13,984-98.7% | $11,246-98.4% |