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 | $54,889 | $154,117-64.4% | $129,995-57.8% | $139,434-60.6% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 14.63% | 32.48%-17.8pp | -137.18%+151.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,851 | $5,289-46.1% | $4,320-34.0% | $4,751-40.0% |
| Participant deferral / active EE | $7,314 | $6,710+9.0% | $5,820+25.7% | $6,710+9.0% |
| Admin fee / account holder | $20 | $14,007-99.9% | $10,614-99.8% | $11,403-99.8% |