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 | $117,604 | $115,882+1.5% | $100,516+17.0% | $158,922-26.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.77% | 34.79%-13.0pp | 30.89%-9.1pp | 302.83%-281.1pp |
| Employer contribution / active EE | $12,325 | $4,103+200.4% | $3,418+260.6% | $4,761+158.9% |
| Participant deferral / active EE | $10,277 | $6,674+54.0% | $6,270+63.9% | $5,982+71.8% |
| Admin fee / account holder | $46 | $10,995-99.6% | $8,081-99.4% | $11,246-99.6% |