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 | $73,134 | $197,591-63.0% | $177,821-58.9% | $158,922-54.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 28.06% | 58.76%-30.7pp | 48.32%-20.3pp | 302.83%-274.8pp |
| Employer contribution / active EE | $3,098 | $6,697-53.7% | $5,918-47.7% | $4,761-34.9% |
| Participant deferral / active EE | $8,044 | $8,405-4.3% | $7,714+4.3% | $5,982+34.5% |
| Admin fee / account holder | $248 | $15,399-98.4% | $12,427-98.0% | $11,246-97.8% |