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 | $49,660 | $214,378-76.8% | $200,582-75.2% | $142,382-65.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.46% | 46.41%-26.9pp | 42.33%-22.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $7,682 | $6,841+12.3% | $6,419+19.7% | $4,299+78.7% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $181 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |