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 | $121,690 | $157,256-22.6% | $141,162-13.8% | $152,861-20.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.62% | 64.32%-46.7pp | 71.39%-53.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $15,031 | $5,261+185.7% | $4,735+217.4% | $4,762+215.6% |
| Participant deferral / active EE | $6,333 | $7,109-10.9% | $6,709-5.6% | $5,850+8.3% |
| Admin fee / account holder | $185 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |