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 | $183,728 | $111,754+64.4% | $103,333+77.8% | $145,922+25.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.53% | 24.77%-14.2pp | 24.88%-14.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $7,998 | $4,212+89.9% | $3,868+106.8% | $4,660+71.7% |
| Participant deferral / active EE | $4,738 | $5,619-15.7% | $5,057-6.3% | $6,688-29.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |