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 | $74,247 | $102,966-27.9% | $90,281-17.8% | $152,861-51.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.35% | 95.16%-78.8pp | 78.10%-61.7pp | 345.32%-329.0pp |
| Employer contribution / active EE | $10,886 | $3,139+246.8% | $2,854+281.4% | $4,762+128.6% |
| Participant deferral / active EE | $3,668 | $4,281-14.3% | $3,885-5.6% | $5,850-37.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |