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 | $80,490 | $57,016+41.2% | $84,966-5.3% | $80,856-0.5% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 14.77% | 21.66%-6.9pp | 66.38%-51.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $4,828 | $1,798+168.6% | $2,727+77.0% | $2,755+75.2% |
| Participant deferral / active EE | $4,940 | $3,110+58.9% | $4,519+9.3% | $4,296+15.0% |
| Admin fee / account holder | $297 | $4,980-94.0% | $6,149-95.2% | $6,918-95.7% |