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 | $245,936 | $113,339+117.0% | $94,993+158.9% | $147,584+66.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 34.83% | 20.77%+14.1pp | 27.12%+7.7pp | 578.55%-543.7pp |
| Employer contribution / active EE | $3,654 | $3,160+15.6% | $2,603+40.4% | $4,876-25.1% |
| Participant deferral / active EE | $14,200 | $3,777+276.0% | $3,317+328.1% | $5,439+161.1% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |