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 | $228,571 | $124,425+83.7% | $112,040+104.0% | $137,256+66.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.65% | 24.72%-7.1pp | 24.52%-6.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,793 | $3,411-18.1% | $2,954-5.4% | $4,156-32.8% |
| Participant deferral / active EE | $4,843 | $5,718-15.3% | $5,098-5.0% | $6,407-24.4% |
| Admin fee / account holder | $136 | $15,207-99.1% | $12,098-98.9% | $12,270-98.9% |