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 | $192,883 | $160,055+20.5% | $140,016+37.8% | $135,375+42.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.72% | 911.38%-906.7pp | 651.12%-646.4pp | 519.73%-515.0pp |
| Employer contribution / active EE | $15,650 | $6,420+143.8% | $5,606+179.2% | $4,779+227.5% |
| Participant deferral / active EE | $21,000 | $7,642+174.8% | $6,927+203.2% | $5,609+274.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |