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 | $45,044 | $198,466-77.3% | $170,442-73.6% | $147,584-69.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.22% | 257.29%-240.1pp | 205.93%-188.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $17,867 | $6,184+188.9% | $5,433+228.9% | $4,876+266.4% |
| Participant deferral / active EE | $7,627 | $5,629+35.5% | $4,939+54.4% | $5,439+40.2% |
| Admin fee / account holder | $255 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |