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 | $119,542 | $110,257+8.4% | $96,544+23.8% | $139,434-14.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.29% | 26.32%-9.0pp | 25.84%-8.5pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,585 | $3,620-28.6% | $2,965-12.8% | $4,751-45.6% |
| Participant deferral / active EE | $7,646 | $5,548+37.8% | $4,851+57.6% | $6,710+13.9% |
| Admin fee / account holder | $175 | $11,591-98.5% | $8,252-97.9% | $11,403-98.5% |