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 6-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 | $65,256 | $227,553-71.3% | $189,557-65.6% | $167,490-61.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 94.28% | 78.40%+15.9pp | 64.17%+30.1pp | 478.56%-384.3pp |
| Employer contribution / active EE | $6,000 | $5,316+12.9% | $4,412+36.0% | $4,837+24.0% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,341-100.0% |
| Admin fee / account holder | $60 | $11,878-99.5% | $9,807-99.4% | $12,309-99.5% |