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 | $49,541 | $180,449-72.5% | $154,107-67.9% | $135,375-63.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.57% | 888.09%-889.7pp | 735.12%-736.7pp | 519.73%-521.3pp |
| Employer contribution / active EE | $1,477 | $6,035-75.5% | $5,298-72.1% | $4,779-69.1% |
| Participant deferral / active EE | $4,800 | $5,806-17.3% | $5,081-5.5% | $5,609-14.4% |
| Admin fee / account holder | $254 | $16,143-98.4% | $13,411-98.1% | $10,827-97.7% |