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 | $110,983 | $93,071+19.2% | $74,583+48.8% | $273,961-59.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 21.58% | 26.18%-4.6pp | 20.47%+1.1pp | 41.45%-19.9pp |
| Employer contribution / active EE | $10,753 | $3,160+240.3% | $2,525+325.9% | $4,869+120.9% |
| Participant deferral / active EE | $4,158 | $4,1600% | $3,458+20.3% | $5,287-21.3% |
| Admin fee / account holder | $246 | $5,272-95.3% | $4,138-94.1% | $10,132-97.6% |