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 | $37,952 | $197,825-80.8% | $155,790-75.6% | $125,391-69.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 6.81% | 86.74%-79.9pp | 71.54%-64.7pp | 282.22%-275.4pp |
| Employer contribution / active EE | $13,616 | $4,847+180.9% | $3,836+254.9% | $4,866+179.8% |
| Participant deferral / active EE | $9,980 | $5,630+77.3% | $4,797+108.0% | $5,352+86.5% |
| Admin fee / account holder | $60 | $9,545-99.4% | $7,478-99.2% | $9,540-99.4% |