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 | $27,592 | $157,256-82.5% | $141,162-80.5% | $152,861-81.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.40% | 64.32%-40.9pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $5,197 | $5,261-1.2% | $4,735+9.8% | $4,762+9.1% |
| Participant deferral / active EE | $5,692 | $7,109-19.9% | $6,709-15.2% | $5,850-2.7% |
| Admin fee / account holder | $153 | $12,120-98.7% | $10,261-98.5% | $11,596-98.7% |