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 | $231,589 | $109,413+111.7% | $156,263+48.2% | $84,808+173.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 18.89% | 20.18%-1.3pp | 59.47%-40.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $5,534 | $2,907+90.4% | $4,333+27.7% | $2,631+110.3% |
| Participant deferral / active EE | $7,388 | $4,590+61.0% | $6,158+20.0% | $4,212+75.4% |
| Admin fee / account holder | $203 | $9,357-97.8% | $14,255-98.6% | $7,344-97.2% |