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 | $122,838 | $90,503+35.7% | $78,689+56.1% | $273,961-55.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.06% | 75.60%-65.5pp | 62.18%-52.1pp | 41.45%-31.4pp |
| Employer contribution / active EE | $8,756 | $3,176+175.7% | $2,851+207.2% | $4,869+79.8% |
| Participant deferral / active EE | $4,873 | $3,901+24.9% | $3,517+38.6% | $5,287-7.8% |
| Admin fee / account holder | $19 | $5,263-99.6% | $4,510-99.6% | $10,132-99.8% |