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 | $186,316 | $99,341+87.6% | $84,750+119.8% | $273,961-32.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.18% | 22.93%-15.8pp | 22.78%-15.6pp | 41.45%-34.3pp |
| Employer contribution / active EE | $4,467 | $4,214+6.0% | $3,574+25.0% | $4,869-8.3% |
| Participant deferral / active EE | $12,867 | $4,269+201.4% | $3,712+246.7% | $5,287+143.4% |
| Admin fee / account holder | $96 | $6,644-98.6% | $5,332-98.2% | $10,132-99.1% |