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 | $156,745 | $104,251+50.4% | $91,001+72.2% | $147,584+6.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.97% | 27.06%-12.1pp | 4.60%+10.4pp | 578.55%-563.6pp |
| Employer contribution / active EE | $3,476 | $3,116+11.5% | $2,456+41.5% | $4,876-28.7% |
| Participant deferral / active EE | $8,443 | $4,195+101.3% | $3,547+138.0% | $5,439+55.2% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |