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 | $136,329 | $95,416+42.9% | $185,823-26.6% | $85,850+58.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.91% | 23.59%-10.7pp | 122.05%-109.1pp | 318.53%-305.6pp |
| Employer contribution / active EE | $7,043 | $3,314+112.5% | $5,167+36.3% | $2,565+174.6% |
| Participant deferral / active EE | $6,640 | $3,423+93.9% | $5,568+19.2% | $3,952+68.0% |
| Admin fee / account holder | $44 | $7,213-99.4% | $16,237-99.7% | $6,260-99.3% |