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 | $131,158 | $55,453+136.5% | $170,442-23.0% | $62,292+110.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.54% | 21.38%-4.8pp | 205.93%-189.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $8,179 | $2,164+278.0% | $5,433+50.5% | $2,042+300.5% |
| Participant deferral / active EE | $4,131 | $2,303+79.4% | $4,939-16.4% | $3,169+30.4% |
| Admin fee / account holder | $171 | $455-62.4% | $13,880-98.8% | $479-64.3% |