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 9-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 | $203,307 | $309,303-34.3% | $147,955+37.4% | $309,303-34.3% |
| Participation rate | 100.0% | 96.2%+3.8pp | 93.3%+6.7pp | 96.2%+3.8pp |
| Annual return | 9.51% | 6.50%+3.0pp | 9.57%-0.1pp | 6.50%+3.0pp |
| Employer contribution / active EE | $0 | $25,613-100.0% | $9,679-100.0% | $25,613-100.0% |
| Participant deferral / active EE | $0 | $6,481-100.0% | $8,748-100.0% | $6,481-100.0% |
| Admin fee / account holder | $20 | $31,748-99.9% | $811-97.5% | $31,748-99.9% |