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 | $170,353 | $88,707+92.0% | $74,183+129.6% | $273,961-37.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.91% | 11.94%-5.0pp | 17.74%-10.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $11,535 | $3,159+265.1% | $2,370+386.7% | $4,869+136.9% |
| Participant deferral / active EE | $8,960 | $4,212+112.7% | $3,550+152.4% | $5,287+69.5% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |