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 | $33,500 | $183,519-81.7% | $155,509-78.5% | $145,922-77.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.33% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,369 | $5,313-55.4% | $4,672-49.3% | $4,660-49.2% |
| Participant deferral / active EE | $4,003 | $6,462-38.1% | $5,626-28.9% | $6,688-40.1% |
| Admin fee / account holder | $40 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |