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 | $223,363 | $181,894+22.8% | $156,549+42.7% | $273,961-18.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.05% | 30.74%-23.7pp | 32.23%-25.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $13,200 | $6,248+111.3% | $5,501+139.9% | $4,869+171.1% |
| Participant deferral / active EE | $8,264 | $5,550+48.9% | $4,871+69.7% | $5,287+56.3% |
| Admin fee / account holder | $160 | $15,559-99.0% | $13,027-98.8% | $10,132-98.4% |