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 | $94,143 | $157,256-40.1% | $141,162-33.3% | $152,861-38.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.74% | 64.32%-41.6pp | 71.39%-48.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,220 | $5,261-57.8% | $4,735-53.1% | $4,762-53.4% |
| Participant deferral / active EE | $7,728 | $7,109+8.7% | $6,709+15.2% | $5,850+32.1% |
| Admin fee / account holder | $161 | $12,120-98.7% | $10,261-98.4% | $11,596-98.6% |