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 | $207,909 | $102,966+101.9% | $90,281+130.3% | $152,861+36.0% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 25.25% | 95.16%-69.9pp | 78.10%-52.8pp | 345.32%-320.1pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $14,660 | $4,281+242.4% | $3,885+277.3% | $5,850+150.6% |
| Admin fee / account holder | $115 | $6,171-98.1% | $5,351-97.8% | $11,596-99.0% |