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 3-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 | $187,484 | $159,934+17.2% | $147,005+27.5% | $145,959+28.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.68% | 98.24%-82.6pp | 418.76%-403.1pp | 561.95%-546.3pp |
| Employer contribution / active EE | $1,350 | $5,287-74.5% | $4,934-72.6% | $4,661-71.0% |
| Participant deferral / active EE | $18,589 | $8,427+120.6% | $8,070+130.4% | $6,689+177.9% |
| Admin fee / account holder | $21 | $15,053-99.9% | $13,006-99.8% | $13,398-99.8% |