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 | $170,806 | $118,450+44.2% | $98,439+73.5% | $139,434+22.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.75% | 18.94%-5.2pp | 21.16%-7.4pp | 372.94%-359.2pp |
| Employer contribution / active EE | $5,688 | $3,609+57.6% | $3,048+86.6% | $4,751+19.7% |
| Participant deferral / active EE | $5,405 | $5,392+0.3% | $4,738+14.1% | $6,710-19.4% |
| Admin fee / account holder | $227 | $14,026-98.4% | $8,948-97.5% | $11,403-98.0% |