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 | $62,437 | $108,172-42.3% | $77,482-19.4% | $158,922-60.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 18.94% | 31.67%-12.7pp | 54.79%-35.8pp | 302.83%-283.9pp |
| Employer contribution / active EE | $10,466 | $1,325+689.9% | $986+961.0% | $4,761+119.8% |
| Participant deferral / active EE | $6,861 | $2,456+179.3% | $1,861+268.7% | $5,982+14.7% |
| Admin fee / account holder | $17 | $3,708-99.5% | $2,858-99.4% | $11,246-99.8% |