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 | $113,492 | $93,346+21.6% | $71,796+58.1% | $273,961-58.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.17% | 130.39%-125.2pp | 78.04%-72.9pp | 41.45%-36.3pp |
| Employer contribution / active EE | $3,408 | $2,733+24.7% | $1,924+77.1% | $4,869-30.0% |
| Participant deferral / active EE | $4,850 | $3,475+39.6% | $2,794+73.6% | $5,287-8.3% |
| Admin fee / account holder | $31 | $6,571-99.5% | $4,815-99.4% | $10,132-99.7% |