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 | $101,932 | $153,772-33.7% | $133,980-23.9% | $273,961-62.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.48% | 36.51%-32.0pp | 29.30%-24.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $4,532 | $6,029-24.8% | $5,211-13.0% | $4,869-6.9% |
| Participant deferral / active EE | $14,231 | $6,958+104.5% | $6,282+126.5% | $5,287+169.2% |
| Admin fee / account holder | $140 | $11,765-98.8% | $9,324-98.5% | $10,132-98.6% |