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 | $100,595 | $209,411-52.0% | $178,490-43.6% | $158,922-36.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.20% | 188.75%-168.5pp | 151.07%-130.9pp | 302.83%-282.6pp |
| Employer contribution / active EE | $5,149 | $5,706-9.8% | $5,011+2.8% | $4,761+8.2% |
| Participant deferral / active EE | $11,068 | $5,954+85.9% | $5,202+112.8% | $5,982+85.0% |
| Admin fee / account holder | $62 | $17,074-99.6% | $13,984-99.6% | $11,246-99.5% |