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 | $110,932 | $78,926+40.6% | $136,749-18.9% | $84,808+30.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 15.65% | 18.17%-2.5pp | 24.33%-8.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $11,727 | $2,134+449.5% | $3,400+244.9% | $2,631+345.7% |
| Participant deferral / active EE | $2,940 | $3,168-7.2% | $4,692-37.3% | $4,212-30.2% |
| Admin fee / account holder | $157 | $6,369-97.5% | $11,386-98.6% | $7,344-97.9% |