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 | $40,892 | $148,534-72.5% | $135,903-69.9% | $139,434-70.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.55% | 79.19%-52.6pp | 68.23%-41.7pp | 372.94%-346.4pp |
| Employer contribution / active EE | $7,507 | $5,243+43.2% | $4,856+54.6% | $4,751+58.0% |
| Participant deferral / active EE | $15,729 | $8,100+94.2% | $7,758+102.8% | $6,710+134.4% |
| Admin fee / account holder | $168 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |