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 | $135,020 | $109,413+23.4% | $156,263-13.6% | $84,808+59.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.48% | 20.18%-3.7pp | 59.47%-43.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $7,337 | $2,907+152.4% | $4,333+69.3% | $2,631+178.9% |
| Participant deferral / active EE | $5,516 | $4,590+20.2% | $6,158-10.4% | $4,212+31.0% |
| Admin fee / account holder | $62 | $9,357-99.3% | $14,255-99.6% | $7,344-99.2% |