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 | $228,286 | $165,335+38.1% | $149,696+52.5% | $158,922+43.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.29% | 348.15%-323.9pp | 276.60%-252.3pp | 302.83%-278.5pp |
| Employer contribution / active EE | $8,389 | $5,103+64.4% | $4,644+80.6% | $4,761+76.2% |
| Participant deferral / active EE | $6,940 | $7,181-3.4% | $6,842+1.4% | $5,982+16.0% |
| Admin fee / account holder | $54 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |