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 | $144,074 | $106,584+35.2% | $101,326+42.2% | $142,382+1.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.67% | 36.93%-19.3pp | 36.82%-19.1pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,539 | $3,956-10.5% | $3,665-3.4% | $4,299-17.7% |
| Participant deferral / active EE | $9,471 | $8,297+14.1% | $7,994+18.5% | $6,507+45.5% |
| Admin fee / account holder | $7 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |