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 | $89,752 | $107,334-16.4% | $92,893-3.4% | $152,861-41.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 45.15% | 145.58%-100.4pp | 109.41%-64.3pp | 345.32%-300.2pp |
| Employer contribution / active EE | $5,063 | $4,221+20.0% | $3,653+38.6% | $4,762+6.3% |
| Participant deferral / active EE | $9,814 | $4,845+102.6% | $4,236+131.7% | $5,850+67.8% |
| Admin fee / account holder | $289 | $7,079-95.9% | $5,794-95.0% | $11,596-97.5% |