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 | $59,595 | $90,503-34.2% | $78,689-24.3% | $273,961-78.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 17.42% | 75.60%-58.2pp | 62.18%-44.8pp | 41.45%-24.0pp |
| Employer contribution / active EE | $12,824 | $3,176+303.8% | $2,851+349.9% | $4,869+163.4% |
| Participant deferral / active EE | $6,454 | $3,901+65.4% | $3,517+83.5% | $5,287+22.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |