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 | $53,394 | $165,912-67.8% | $122,332-56.4% | $147,584-63.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 21.00% | 34.55%-13.6pp | 30.27%-9.3pp | 578.55%-557.6pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,317 | $4,005+32.8% | $3,287+61.8% | $5,439-2.2% |
| Admin fee / account holder | $221 | $7,424-97.0% | $5,478-96.0% | $10,885-98.0% |