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 | $86,526 | $113,339-23.7% | $94,993-8.9% | $147,584-41.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.84% | 20.77%-2.9pp | 27.12%-9.3pp | 578.55%-560.7pp |
| Employer contribution / active EE | $5,111 | $3,160+61.7% | $2,603+96.3% | $4,876+4.8% |
| Participant deferral / active EE | $11,131 | $3,777+194.7% | $3,317+235.6% | $5,439+104.7% |
| Admin fee / account holder | $77 | $6,063-98.7% | $4,960-98.4% | $10,885-99.3% |