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 | $81,218 | $68,097+19.3% | $62,929+29.1% | $137,256-40.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.14% | 1859.11%-1844.0pp | 1063.93%-1048.8pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,322 | $2,811-53.0% | $2,505-47.2% | $4,156-68.2% |
| Participant deferral / active EE | $3,099 | $4,553-31.9% | $3,888-20.3% | $6,407-51.6% |
| Admin fee / account holder | $153 | $6,521-97.7% | $5,065-97.0% | $12,270-98.8% |