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 | $110,261 | $127,065-13.2% | $113,168-2.6% | $142,382-22.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.80% | 24.03%-6.2pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,664 | $3,442+6.5% | $2,975+23.2% | $4,299-14.8% |
| Participant deferral / active EE | $8,938 | $5,716+56.4% | $5,107+75.0% | $6,507+37.4% |
| Admin fee / account holder | $228 | $15,736-98.6% | $12,068-98.1% | $12,624-98.2% |