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 | $88,310 | $99,652-11.4% | $78,778+12.1% | $147,584-40.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.83% | 47.28%-37.5pp | 35.62%-25.8pp | 578.55%-568.7pp |
| Employer contribution / active EE | $7,016 | $2,796+151.0% | $1,986+253.3% | $4,876+43.9% |
| Participant deferral / active EE | $3,130 | $3,664-14.6% | $2,958+5.8% | $5,439-42.4% |
| Admin fee / account holder | $88 | $7,155-98.8% | $5,134-98.3% | $10,885-99.2% |