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 | $161,982 | $153,772+5.3% | $133,980+20.9% | $273,961-40.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.95% | 36.51%-24.6pp | 29.30%-17.3pp | 41.45%-29.5pp |
| Employer contribution / active EE | $3,322 | $6,029-44.9% | $5,211-36.3% | $4,869-31.8% |
| Participant deferral / active EE | $8,615 | $6,958+23.8% | $6,282+37.1% | $5,287+62.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |