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 | $118,007 | $85,766+37.6% | $136,294-13.4% | $70,131+68.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 24.28% | 31.45%-7.2pp | 5155.94%-5131.7pp | 73.14%-48.9pp |
| Employer contribution / active EE | $2,070 | $2,966-30.2% | $4,695-55.9% | $2,342-11.6% |
| Participant deferral / active EE | $5,211 | $5,051+3.2% | $6,247-16.6% | $3,332+56.4% |
| Admin fee / account holder | $119 | $5,420-97.8% | $9,243-98.7% | $4,645-97.4% |