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 | $36,985 | $168,632-78.1% | $147,614-74.9% | $125,391-70.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.21% | 77.65%-74.4pp | 61.98%-58.8pp | 282.22%-279.0pp |
| Employer contribution / active EE | $6,382 | $6,252+2.1% | $5,564+14.7% | $4,866+31.2% |
| Participant deferral / active EE | $12,186 | $5,507+121.3% | $4,895+148.9% | $5,352+127.7% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |