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 | $110,310 | $102,828+7.3% | $105,387+4.7% | $152,861-27.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.31% | 20.85%+5.5pp | 26.82%-0.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $4,064 | $4,473-9.1% | $4,213-3.5% | $4,762-14.7% |
| Participant deferral / active EE | $11,576 | $5,465+111.8% | $5,502+110.4% | $5,850+97.9% |
| Admin fee / account holder | $169 | $8,683-98.1% | $6,559-97.4% | $11,596-98.5% |