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 | $109,142 | $157,256-30.6% | $141,162-22.7% | $152,861-28.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.73% | 64.32%-45.6pp | 71.39%-52.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $3,983 | $5,261-24.3% | $4,735-15.9% | $4,762-16.4% |
| Participant deferral / active EE | $4,793 | $7,109-32.6% | $6,709-28.6% | $5,850-18.1% |
| Admin fee / account holder | $297 | $12,120-97.5% | $10,261-97.1% | $11,596-97.4% |