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 | $157,385 | $135,952+15.8% | $123,892+27.0% | $273,961-42.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.80% | 56.63%-46.8pp | 47.52%-37.7pp | 41.45%-31.6pp |
| Employer contribution / active EE | $18,757 | $5,170+262.8% | $4,617+306.3% | $4,869+285.3% |
| Participant deferral / active EE | $12,401 | $6,343+95.5% | $5,984+107.2% | $5,287+134.5% |
| Admin fee / account holder | $263 | $9,817-97.3% | $8,357-96.8% | $10,132-97.4% |