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 | $96,338 | $209,411-54.0% | $178,490-46.0% | $158,922-39.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.81% | 188.75%-168.9pp | 151.07%-131.3pp | 302.83%-283.0pp |
| Employer contribution / active EE | $6,367 | $5,706+11.6% | $5,011+27.1% | $4,761+33.7% |
| Participant deferral / active EE | $4,448 | $5,954-25.3% | $5,202-14.5% | $5,982-25.6% |
| Admin fee / account holder | $64 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |