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 | $179,141 | $152,460+17.5% | $118,746+50.9% | $147,584+21.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 12.50% | 17.41%-4.9pp | 24.54%-12.0pp | 578.55%-566.0pp |
| Employer contribution / active EE | $3,701 | $5,046-26.7% | $4,193-11.7% | $4,876-24.1% |
| Participant deferral / active EE | $8,180 | $6,212+31.7% | $5,332+53.4% | $5,439+50.4% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |