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 | $198,112 | $124,281+59.4% | $109,143+81.5% | $167,490+18.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.93% | 26.04%-13.1pp | 25.75%-12.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $3,069 | $4,207-27.1% | $3,722-17.6% | $4,837-36.6% |
| Participant deferral / active EE | $4,577 | $5,255-12.9% | $4,653-1.6% | $6,341-27.8% |
| Admin fee / account holder | $4 | $7,970-99.9% | $6,752-99.9% | $12,309-100.0% |