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 | $196,683 | $112,881+74.2% | $90,951+116.3% | $158,922+23.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.84% | 215.79%-196.0pp | 134.60%-114.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $11,027 | $2,893+281.1% | $2,122+419.7% | $4,761+131.6% |
| Participant deferral / active EE | $3,982 | $4,128-3.5% | $3,373+18.1% | $5,982-33.4% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |