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 | $236,451 | $140,940+67.8% | $112,229+110.7% | $139,434+69.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.34% | 32.71%-16.4pp | 30.20%-13.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,018 | $4,283-52.9% | $3,430-41.2% | $4,751-57.5% |
| Participant deferral / active EE | $8,000 | $5,874+36.2% | $4,798+66.7% | $6,710+19.2% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |