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 | $98,843 | $232,540-57.5% | $185,117-46.6% | $147,584-33.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.94% | 43.03%-27.1pp | 40.50%-24.6pp | 578.55%-562.6pp |
| Employer contribution / active EE | $9,830 | $5,195+89.2% | $4,182+135.1% | $4,876+101.6% |
| Participant deferral / active EE | $11,500 | $5,834+97.1% | $5,045+127.9% | $5,439+111.4% |
| Admin fee / account holder | $144 | $10,275-98.6% | $8,159-98.2% | $10,885-98.7% |