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 | $235,940 | $99,341+137.5% | $84,750+178.4% | $273,961-13.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.80% | 22.93%-14.1pp | 22.78%-14.0pp | 41.45%-32.7pp |
| Employer contribution / active EE | $10,996 | $4,214+161.0% | $3,574+207.6% | $4,869+125.8% |
| Participant deferral / active EE | $7,186 | $4,269+68.3% | $3,712+93.6% | $5,287+35.9% |
| Admin fee / account holder | $121 | $6,644-98.2% | $5,332-97.7% | $10,132-98.8% |