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 | $154,006 | $105,859+45.5% | $90,160+70.8% | $147,584+4.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.23% | 37.63%-16.4pp | 34.88%-13.6pp | 578.55%-557.3pp |
| Employer contribution / active EE | $13,546 | $4,126+228.3% | $3,318+308.3% | $4,876+177.8% |
| Participant deferral / active EE | $8,352 | $5,733+45.7% | $5,288+58.0% | $5,439+53.6% |
| Admin fee / account holder | $17 | $8,046-99.8% | $5,943-99.7% | $10,885-99.8% |