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 | $70,386 | $99,020-28.9% | $86,590-18.7% | $147,584-52.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 25.04% | 1312.34%-1287.3pp | 964.84%-939.8pp | 578.55%-553.5pp |
| Employer contribution / active EE | $3,111 | $3,132-0.7% | $2,839+9.6% | $4,876-36.2% |
| Participant deferral / active EE | $10,531 | $3,972+165.1% | $3,609+191.8% | $5,439+93.6% |
| Admin fee / account holder | $28 | $5,710-99.5% | $4,906-99.4% | $10,885-99.7% |