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 | $118,294 | $62,586+89.0% | $76,768+54.1% | $64,186+84.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 9.24% | -1.95%+11.2pp | 2.43%+6.8pp | 7.63%+1.6pp |
| Employer contribution / active EE | $1,486 | $1,832-18.9% | $2,485-40.2% | $2,381-37.6% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $198 | $4,667-95.7% | $6,675-97.0% | $4,888-95.9% |