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 | $52,470 | $98,240-46.6% | $82,313-36.3% | $147,584-64.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.92% | 30.85%-11.9pp | 25.88%-7.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $8,983 | $3,192+181.5% | $2,428+269.9% | $4,876+84.2% |
| Participant deferral / active EE | $7,081 | $4,383+61.6% | $3,706+91.1% | $5,439+30.2% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |