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 | $91,459 | $162,781-43.8% | $133,956-31.7% | $158,922-42.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.43% | 41.94%-29.5pp | 45.09%-32.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,464 | $4,975-70.6% | $3,919-62.6% | $4,761-69.3% |
| Participant deferral / active EE | $4,017 | $5,911-32.0% | $5,048-20.4% | $5,982-32.8% |
| Admin fee / account holder | $192 | $11,736-98.4% | $8,927-97.8% | $11,246-98.3% |