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 | $182,184 | $111,754+63.0% | $103,333+76.3% | $145,922+24.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.08% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,531 | $4,212-39.9% | $3,868-34.6% | $4,660-45.7% |
| Participant deferral / active EE | $6,175 | $5,619+9.9% | $5,057+22.1% | $6,688-7.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |