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 | $107,366 | $74,888+43.4% | $71,209+50.8% | $142,382-24.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 16.67% | 345.14%-328.5pp | 282.51%-265.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,237 | $2,854-56.7% | $2,721-54.6% | $4,299-71.2% |
| Participant deferral / active EE | $7,983 | $4,454+79.2% | $4,175+91.2% | $6,507+22.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |