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 | $45,884 | $149,679-69.3% | $117,039-60.8% | $147,584-68.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 20.78% | 19.31%+1.5pp | 18.95%+1.8pp | 578.55%-557.8pp |
| Employer contribution / active EE | $2,862 | $4,937-42.0% | $3,785-24.4% | $4,876-41.3% |
| Participant deferral / active EE | $4,823 | $4,912-1.8% | $3,929+22.7% | $5,439-11.3% |
| Admin fee / account holder | $191 | $7,856-97.6% | $5,974-96.8% | $10,885-98.2% |