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 | $236,155 | $90,503+160.9% | $78,689+200.1% | $273,961-13.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.62% | 75.60%-64.0pp | 62.18%-50.6pp | 41.45%-29.8pp |
| Employer contribution / active EE | $6,667 | $3,176+109.9% | $2,851+133.9% | $4,869+36.9% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $40 | $5,263-99.2% | $4,510-99.1% | $10,132-99.6% |