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 | $52,509 | $171,164-69.3% | $127,761-58.9% | $152,861-65.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 22.07% | 23.54%-1.5pp | 26.14%-4.1pp | 345.32%-323.2pp |
| Employer contribution / active EE | $5,418 | $5,447-0.5% | $4,574+18.5% | $4,762+13.8% |
| Participant deferral / active EE | $11,504 | $7,038+63.4% | $6,021+91.1% | $5,850+96.6% |
| Admin fee / account holder | $16 | $14,530-99.9% | $9,395-99.8% | $11,596-99.9% |