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 | $121,097 | $215,361-43.8% | $171,082-29.2% | $273,961-55.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 18.94% | 25.14%-6.2pp | 32.56%-13.6pp | 41.45%-22.5pp |
| Employer contribution / active EE | $13,333 | $4,967+168.4% | $4,002+233.2% | $4,869+173.9% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $30 | $10,846-99.7% | $8,520-99.6% | $10,132-99.7% |