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 | $89,362 | $181,894-50.9% | $156,549-42.9% | $273,961-67.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.52% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $19,189 | $6,248+207.1% | $5,501+248.8% | $4,869+294.1% |
| Participant deferral / active EE | $9,000 | $5,550+62.2% | $4,871+84.8% | $5,287+70.2% |
| Admin fee / account holder | $137 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |