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 | $143,946 | $81,632+76.3% | $70,449+104.3% | $158,922-9.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.68% | 208.40%-194.7pp | 109.03%-95.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $9,375 | $3,217+191.4% | $2,737+242.6% | $4,761+96.9% |
| Participant deferral / active EE | $4,364 | $4,554-4.2% | $3,709+17.7% | $5,982-27.1% |
| Admin fee / account holder | $155 | $6,193-97.5% | $3,845-96.0% | $11,246-98.6% |