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 5-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 | $45,308 | $85,006-46.7% | $76,190-40.5% | $145,922-69.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 13.40% | 13.11%+0.3pp | 13.78%-0.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $4,874 | $5,265-7.4% | $4,578+6.4% | $4,660+4.6% |
| Participant deferral / active EE | $10,282 | $6,392+60.8% | $5,474+87.8% | $6,688+53.7% |
| Admin fee / account holder | $0 | $5,760-100.0% | $5,123-100.0% | $13,397-100.0% |