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 | $63,129 | $96,557-34.6% | $80,975-22.0% | $273,961-77.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 15.60% | 15.14%+0.5pp | 17.10%-1.5pp | 41.45%-25.9pp |
| Employer contribution / active EE | $8,891 | $4,868+82.6% | $3,714+139.4% | $4,869+82.6% |
| Participant deferral / active EE | $8,929 | $6,598+35.3% | $5,696+56.8% | $5,287+68.9% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |