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 | $51,448 | $104,251-50.6% | $91,001-43.5% | $147,584-65.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 21.50% | 27.06%-5.6pp | 4.60%+16.9pp | 578.55%-557.0pp |
| Employer contribution / active EE | $7,096 | $3,116+127.7% | $2,456+189.0% | $4,876+45.5% |
| Participant deferral / active EE | $18,934 | $4,195+351.4% | $3,547+433.7% | $5,439+248.1% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |