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 | $157,309 | $99,652+57.9% | $78,778+99.7% | $147,584+6.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.01% | 47.28%-32.3pp | 35.62%-20.6pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,195 | $2,796-21.5% | $1,986+10.5% | $4,876-55.0% |
| Participant deferral / active EE | $10,880 | $3,664+197.0% | $2,958+267.8% | $5,439+100.0% |
| Admin fee / account holder | $278 | $7,155-96.1% | $5,134-94.6% | $10,885-97.4% |