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 | $68,643 | $165,912-58.6% | $122,332-43.9% | $147,584-53.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 17.40% | 34.55%-17.2pp | 30.27%-12.9pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,584 | $5,754-55.1% | $4,050-36.2% | $4,876-47.0% |
| Participant deferral / active EE | $4,163 | $4,005+3.9% | $3,287+26.7% | $5,439-23.5% |
| Admin fee / account holder | $11 | $7,424-99.9% | $5,478-99.8% | $10,885-99.9% |