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 | $65,274 | $98,750-33.9% | $149,696-56.4% | $79,858-18.3% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.6%+20.4pp |
| Annual return | 42.83% | 27.43%+15.4pp | 276.60%-233.8pp | 31.71%+11.1pp |
| Employer contribution / active EE | $3,071 | $3,216-4.5% | $4,644-33.9% | $2,471+24.3% |
| Participant deferral / active EE | $6,027 | $5,680+6.1% | $6,842-11.9% | $3,740+61.1% |
| Admin fee / account holder | $133 | $6,053-97.8% | $9,309-98.6% | $5,306-97.5% |