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 | $54,248 | $198,466-72.7% | $170,442-68.2% | $147,584-63.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.79% | 257.29%-242.5pp | 205.93%-191.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $2,211 | $6,184-64.2% | $5,433-59.3% | $4,876-54.7% |
| Participant deferral / active EE | $4,139 | $5,629-26.5% | $4,939-16.2% | $5,439-23.9% |
| Admin fee / account holder | $155 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |