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 | $226,153 | $106,584+112.2% | $101,326+123.2% | $142,382+58.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.49% | 36.93%-21.4pp | 36.82%-21.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,783 | $3,956-54.9% | $3,665-51.4% | $4,299-58.5% |
| Participant deferral / active EE | $2,774 | $8,297-66.6% | $7,994-65.3% | $6,507-57.4% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |