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 | $93,916 | $127,264-26.2% | $109,895-14.5% | $167,490-43.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.2%+11.5pp | 82.1%+3.6pp |
| Annual return | 13.31% | 22.97%-9.7pp | 29.45%-16.1pp | 478.56%-465.3pp |
| Employer contribution / active EE | $6,682 | $3,322+101.1% | $2,842+135.1% | $4,837+38.1% |
| Participant deferral / active EE | $4,203 | $4,514-6.9% | $4,048+3.8% | $6,341-33.7% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |