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 | $42,806 | $209,411-79.6% | $178,490-76.0% | $158,922-73.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.33% | 188.75%-176.4pp | 151.07%-138.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $5,252 | $5,706-8.0% | $5,011+4.8% | $4,761+10.3% |
| Participant deferral / active EE | $3,967 | $5,954-33.4% | $5,202-23.7% | $5,982-33.7% |
| Admin fee / account holder | $274 | $17,074-98.4% | $13,984-98.0% | $11,246-97.6% |