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 | $101,939 | $148,534-31.4% | $135,903-25.0% | $139,434-26.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.60% | 79.19%-64.6pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $15,506 | $5,243+195.8% | $4,856+219.3% | $4,751+226.4% |
| Participant deferral / active EE | $15,550 | $8,100+92.0% | $7,758+100.4% | $6,710+131.7% |
| Admin fee / account holder | $227 | $12,400-98.2% | $10,762-97.9% | $11,403-98.0% |