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 | $38,900 | $102,966-62.2% | $90,281-56.9% | $152,861-74.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 32.66% | 95.16%-62.5pp | 78.10%-45.4pp | 345.32%-312.7pp |
| Employer contribution / active EE | $4,148 | $3,139+32.2% | $2,854+45.3% | $4,762-12.9% |
| Participant deferral / active EE | $4,148 | $4,281-3.1% | $3,885+6.8% | $5,850-29.1% |
| Admin fee / account holder | $53 | $6,171-99.1% | $5,351-99.0% | $11,596-99.5% |