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 | $95,078 | $85,766+10.9% | $136,294-30.2% | $70,131+35.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.94% | 31.45%-15.5pp | 5155.94%-5140.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $3,482 | $2,966+17.4% | $4,695-25.8% | $2,342+48.7% |
| Participant deferral / active EE | $6,667 | $5,051+32.0% | $6,247+6.7% | $3,332+100.1% |
| Admin fee / account holder | $225 | $5,420-95.8% | $9,243-97.6% | $4,645-95.2% |