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 | $244,457 | $228,332+7.1% | $185,823+31.6% | $158,922+53.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.28% | 40.80%-33.5pp | 35.95%-28.7pp | 302.83%-295.5pp |
| Employer contribution / active EE | $9,000 | $4,967+81.2% | $4,087+120.2% | $4,761+89.0% |
| Participant deferral / active EE | $10,950 | $6,415+70.7% | $5,632+94.4% | $5,982+83.1% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |