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 | $217,387 | $162,781+33.5% | $133,956+62.3% | $158,922+36.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.76% | 41.94%-24.2pp | 45.09%-27.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $14,771 | $4,975+196.9% | $3,919+276.9% | $4,761+210.2% |
| Participant deferral / active EE | $17,921 | $5,911+203.2% | $5,048+255.0% | $5,982+199.6% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |