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 | $238,282 | $149,734+59.1% | $118,925+100.4% | $158,922+49.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.82% | 19.95%-9.1pp | 35.88%-25.1pp | 302.83%-292.0pp |
| Employer contribution / active EE | $12,000 | $4,115+191.6% | $3,263+267.8% | $4,761+152.0% |
| Participant deferral / active EE | $2,200 | $5,223-57.9% | $4,265-48.4% | $5,982-63.2% |
| Admin fee / account holder | $74 | $8,603-99.1% | $6,581-98.9% | $11,246-99.3% |