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 | $145,978 | $90,320+61.6% | $59,496+145.4% | $125,391+16.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | 1.08% | 369.13%-368.1pp | 182.05%-181.0pp | 282.22%-281.1pp |
| Employer contribution / active EE | $8,499 | $1,792+374.4% | $1,153+637.2% | $4,866+74.7% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $14 | $3,063-99.6% | $2,232-99.4% | $9,540-99.9% |