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 | $114,260 | $157,256-27.3% | $141,162-19.1% | $152,861-25.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.23% | 64.32%-46.1pp | 71.39%-53.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,580 | $5,261-70.0% | $4,735-66.6% | $4,762-66.8% |
| Participant deferral / active EE | $4,180 | $7,109-41.2% | $6,709-37.7% | $5,850-28.6% |
| Admin fee / account holder | $81 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |