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 | $142,425 | $198,466-28.2% | $170,442-16.4% | $147,584-3.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.86% | 257.29%-241.4pp | 205.93%-190.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $2,900 | $6,184-53.1% | $5,433-46.6% | $4,876-40.5% |
| Participant deferral / active EE | $6,316 | $5,629+12.2% | $4,939+27.9% | $5,439+16.1% |
| Admin fee / account holder | $27 | $16,852-99.8% | $13,880-99.8% | $10,885-99.8% |