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 | $146,889 | $113,339+29.6% | $94,993+54.6% | $147,584-0.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 22.41% | 20.77%+1.6pp | 27.12%-4.7pp | 578.55%-556.1pp |
| Employer contribution / active EE | $5,428 | $3,160+71.8% | $2,603+108.5% | $4,876+11.3% |
| Participant deferral / active EE | $2,095 | $3,777-44.5% | $3,317-36.9% | $5,439-61.5% |
| Admin fee / account holder | $128 | $6,063-97.9% | $4,960-97.4% | $10,885-98.8% |