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 | $152,880 | $95,971+59.3% | $74,550+105.1% | $135,375+12.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 12.97% | 56.96%-44.0pp | 32.53%-19.6pp | 519.73%-506.8pp |
| Employer contribution / active EE | $2,630 | $2,716-3.2% | $1,961+34.1% | $4,779-45.0% |
| Participant deferral / active EE | $6,514 | $3,843+69.5% | $3,108+109.6% | $5,609+16.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |