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 | $239,448 | $105,931+126.0% | $81,930+192.3% | $158,922+50.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 7.99% | 38.17%-30.2pp | 29.49%-21.5pp | 302.83%-294.8pp |
| Employer contribution / active EE | $11,667 | $7,800+49.6% | $4,310+170.7% | $4,761+145.0% |
| Participant deferral / active EE | $0 | $13,003-100.0% | $7,107-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |