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 | $93,533 | $56,114+66.7% | $96,139-2.7% | $85,850+8.9% |
| Participation rate | 96.0% | 56.7%+39.3pp | 68.4%+27.6pp | 69.3%+26.7pp |
| Annual return | 35.47% | 42.30%-6.8pp | 191.94%-156.5pp | 318.53%-283.1pp |
| Employer contribution / active EE | $4,621 | $1,620+185.3% | $2,797+65.2% | $2,565+80.1% |
| Participant deferral / active EE | $10,288 | $2,859+259.8% | $4,349+136.6% | $3,952+160.3% |
| Admin fee / account holder | $0 | $3,768-100.0% | $5,537-100.0% | $6,260-100.0% |