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 | $120,458 | $80,968+48.8% | $96,544+24.8% | $75,163+60.3% |
| Participation rate | 97.2% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.0pp |
| Annual return | 20.13% | 27.06%-6.9pp | 25.84%-5.7pp | 160.62%-140.5pp |
| Employer contribution / active EE | $6,276 | $2,282+175.1% | $2,965+111.7% | $2,670+135.1% |
| Participant deferral / active EE | $4,874 | $3,928+24.1% | $4,851+0.5% | $4,125+18.2% |
| Admin fee / account holder | $52 | $6,724-99.2% | $8,252-99.4% | $5,651-99.1% |