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 | $99,380 | $158,398-37.3% | $126,539-21.5% | $142,382-30.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 45.60% | 593.76%-548.2pp | 425.95%-380.3pp | 217.08%-171.5pp |
| Employer contribution / active EE | $1,375 | $4,650-70.4% | $3,674-62.6% | $4,299-68.0% |
| Participant deferral / active EE | $6,669 | $4,767+39.9% | $4,083+63.3% | $6,507+2.5% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |