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 | $129,932 | $198,466-34.5% | $170,442-23.8% | $147,584-12.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.29% | 257.29%-238.0pp | 205.93%-186.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $4,500 | $6,184-27.2% | $5,433-17.2% | $4,876-7.7% |
| Participant deferral / active EE | $7,961 | $5,629+41.4% | $4,939+61.2% | $5,439+46.4% |
| Admin fee / account holder | $25 | $16,852-99.9% | $13,880-99.8% | $10,885-99.8% |