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 | $149,625 | $109,413+36.8% | $156,263-4.2% | $84,808+76.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.70% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,603 | $2,907+23.9% | $4,333-16.9% | $2,631+36.9% |
| Participant deferral / active EE | $7,507 | $4,590+63.6% | $6,158+21.9% | $4,212+78.2% |
| Admin fee / account holder | $184 | $9,357-98.0% | $14,255-98.7% | $7,344-97.5% |