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 | $101,574 | $179,726-43.5% | $156,263-35.0% | $142,382-28.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.48% | 77.86%-61.4pp | 59.47%-43.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $11,421 | $5,069+125.3% | $4,333+163.6% | $4,299+165.7% |
| Participant deferral / active EE | $5,170 | $6,956-25.7% | $6,158-16.1% | $6,507-20.6% |
| Admin fee / account holder | $43 | $17,272-99.7% | $14,255-99.7% | $12,624-99.7% |