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 | $160,183 | $149,679+7.0% | $117,039+36.9% | $147,584+8.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 12.80% | 19.31%-6.5pp | 18.95%-6.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $9,886 | $4,937+100.3% | $3,785+161.2% | $4,876+102.7% |
| Participant deferral / active EE | $2,802 | $4,912-43.0% | $3,929-28.7% | $5,439-48.5% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |