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 | $210,256 | $88,751+136.9% | $81,812+157.0% | $145,922+44.1% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 10.02% | 1025.40%-1015.4pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $10,565 | $3,083+242.7% | $2,912+262.8% | $4,660+126.7% |
| Participant deferral / active EE | $5,581 | $4,643+20.2% | $4,319+29.2% | $6,688-16.5% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |