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 | $74,857 | $192,717-61.2% | $142,449-47.4% | $139,434-46.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 24.87% | 17.99%+6.9pp | 19.99%+4.9pp | 372.94%-348.1pp |
| Employer contribution / active EE | $1,376 | $5,806-76.3% | $4,847-71.6% | $4,751-71.0% |
| Participant deferral / active EE | $7,936 | $7,208+10.1% | $6,283+26.3% | $6,710+18.3% |
| Admin fee / account holder | $0 | $15,124-100.0% | $10,011-100.0% | $11,403-100.0% |