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 | $85,377 | $39,122+118.2% | $57,179+49.3% | $62,891+35.8% |
| Participation rate | 98.0% | 70.5%+27.5pp | 75.3%+22.7pp | 69.3%+28.7pp |
| Annual return | 5.08% | 9.23%-4.2pp | 14.59%-9.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $3,639 | $1,874+94.2% | $2,682+35.7% | $2,281+59.6% |
| Participant deferral / active EE | $6,323 | $2,374+166.4% | $3,096+104.2% | $3,203+97.4% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |