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 | $101,823 | $181,894-44.0% | $156,549-35.0% | $273,961-62.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.95% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $7,169 | $6,248+14.7% | $5,501+30.3% | $4,869+47.2% |
| Participant deferral / active EE | $7,299 | $5,550+31.5% | $4,871+49.8% | $5,287+38.1% |
| Admin fee / account holder | $250 | $15,559-98.4% | $13,027-98.1% | $10,132-97.5% |