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 | $114,963 | $198,466-42.1% | $170,442-32.5% | $147,584-22.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.34% | 257.29%-236.0pp | 205.93%-184.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $8,128 | $6,184+31.4% | $5,433+49.6% | $4,876+66.7% |
| Participant deferral / active EE | $4,041 | $5,629-28.2% | $4,939-18.2% | $5,439-25.7% |
| Admin fee / account holder | $262 | $16,852-98.4% | $13,880-98.1% | $10,885-97.6% |