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 | $108,939 | $90,503+20.4% | $78,689+38.4% | $273,961-60.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 20.07% | 75.60%-55.5pp | 62.18%-42.1pp | 41.45%-21.4pp |
| Employer contribution / active EE | $3,385 | $3,176+6.6% | $2,851+18.7% | $4,869-30.5% |
| Participant deferral / active EE | $3,385 | $3,901-13.2% | $3,517-3.8% | $5,287-36.0% |
| Admin fee / account holder | $8 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |