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 | $116,803 | $85,766+36.2% | $136,294-14.3% | $70,131+66.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.56% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $914 | $2,966-69.2% | $4,695-80.5% | $2,342-61.0% |
| Participant deferral / active EE | $9,672 | $5,051+91.5% | $6,247+54.8% | $3,332+190.3% |
| Admin fee / account holder | $231 | $5,420-95.7% | $9,243-97.5% | $4,645-95.0% |