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 | $171,612 | $124,281+38.1% | $109,143+57.2% | $167,490+2.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.21% | 26.04%-7.8pp | 25.75%-7.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $2,506 | $4,207-40.4% | $3,722-32.7% | $4,837-48.2% |
| Participant deferral / active EE | $8,382 | $5,255+59.5% | $4,653+80.1% | $6,341+32.2% |
| Admin fee / account holder | $41 | $7,970-99.5% | $6,752-99.4% | $12,309-99.7% |