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 | $91,926 | $47,944+91.7% | $67,834+35.5% | $62,891+46.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 11.14% | 11.77%-0.6pp | 138.47%-127.3pp | 20.14%-9.0pp |
| Employer contribution / active EE | $3,355 | $1,562+114.8% | $2,403+39.6% | $2,281+47.1% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $211 | $3,712-94.3% | $4,622-95.4% | $4,296-95.1% |