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 | $94,945 | $217,402-56.3% | $185,823-48.9% | $167,490-43.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.30% | 148.36%-125.1pp | 122.05%-98.8pp | 478.56%-455.3pp |
| Employer contribution / active EE | $11,157 | $5,873+90.0% | $5,167+115.9% | $4,837+130.6% |
| Participant deferral / active EE | $5,363 | $6,356-15.6% | $5,568-3.7% | $6,341-15.4% |
| Admin fee / account holder | $128 | $19,811-99.4% | $16,237-99.2% | $12,309-99.0% |