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 | $46,931 | $177,572-73.6% | $154,803-69.7% | $142,382-67.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.33% | 65.07%-53.7pp | 58.88%-47.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,413 | $4,810-29.1% | $4,305-20.7% | $4,299-20.6% |
| Participant deferral / active EE | $3,413 | $6,272-45.6% | $5,540-38.4% | $6,507-47.6% |
| Admin fee / account holder | $189 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |