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 | $59,883 | $209,411-71.4% | $178,490-66.5% | $158,922-62.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 36.35% | 188.75%-152.4pp | 151.07%-114.7pp | 302.83%-266.5pp |
| Employer contribution / active EE | $6,672 | $5,706+16.9% | $5,011+33.1% | $4,761+40.1% |
| Participant deferral / active EE | $2,827 | $5,954-52.5% | $5,202-45.7% | $5,982-52.7% |
| Admin fee / account holder | $19 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |