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 | $88,549 | $96,484-8.2% | $75,886+16.7% | $152,861-42.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 13.82% | 33.98%-20.2pp | 30.76%-16.9pp | 345.32%-331.5pp |
| Employer contribution / active EE | $16,141 | $3,309+387.7% | $2,500+545.5% | $4,762+238.9% |
| Participant deferral / active EE | $9,500 | $4,553+108.7% | $3,603+163.7% | $5,850+62.4% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |