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 | $180,517 | $162,781+10.9% | $133,956+34.8% | $158,922+13.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.68% | 41.94%-29.3pp | 45.09%-32.4pp | 302.83%-290.1pp |
| Employer contribution / active EE | $5,785 | $4,975+16.3% | $3,919+47.6% | $4,761+21.5% |
| Participant deferral / active EE | $11,716 | $5,911+98.2% | $5,048+132.1% | $5,982+95.9% |
| Admin fee / account holder | $15 | $11,736-99.9% | $8,927-99.8% | $11,246-99.9% |