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 | $89,287 | $227,553-60.8% | $189,557-52.9% | $167,490-46.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.06% | 78.40%-63.3pp | 64.17%-49.1pp | 478.56%-463.5pp |
| Employer contribution / active EE | $5,367 | $5,316+1.0% | $4,412+21.6% | $4,837+11.0% |
| Participant deferral / active EE | $5,103 | $7,002-27.1% | $6,174-17.3% | $6,341-19.5% |
| Admin fee / account holder | $5 | $11,878-100.0% | $9,807-99.9% | $12,309-100.0% |