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 | $132,805 | $104,251+27.4% | $91,001+45.9% | $147,584-10.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.53% | 27.06%-9.5pp | 4.60%+12.9pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,364 | $3,116-24.1% | $2,456-3.7% | $4,876-51.5% |
| Participant deferral / active EE | $3,723 | $4,195-11.3% | $3,547+4.9% | $5,439-31.5% |
| Admin fee / account holder | $18 | $8,948-99.8% | $5,417-99.7% | $10,885-99.8% |