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 | $106,785 | $83,337+28.1% | $67,834+57.4% | $273,961-61.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 38.65% | 259.45%-220.8pp | 138.47%-99.8pp | 41.45%-2.8pp |
| Employer contribution / active EE | $7,912 | $3,287+140.7% | $2,403+229.2% | $4,869+62.5% |
| Participant deferral / active EE | $13,715 | $4,088+235.5% | $3,160+334.1% | $5,287+159.4% |
| Admin fee / account holder | $273 | $6,752-96.0% | $4,622-94.1% | $10,132-97.3% |