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 | $57,768 | $198,466-70.9% | $170,442-66.1% | $147,584-60.9% |
| 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 | $2,610 | $6,184-57.8% | $5,433-52.0% | $4,876-46.5% |
| Participant deferral / active EE | $2,387 | $5,629-57.6% | $4,939-51.7% | $5,439-56.1% |
| Admin fee / account holder | $7 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |