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 | $56,088 | $198,466-71.7% | $170,442-67.1% | $147,584-62.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.00% | 257.29%-233.3pp | 205.93%-181.9pp | 578.55%-554.5pp |
| Employer contribution / active EE | $8,756 | $6,184+41.6% | $5,433+61.2% | $4,876+79.6% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $116 | $16,852-99.3% | $13,880-99.2% | $10,885-98.9% |