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 | $160,910 | $127,065+26.6% | $113,168+42.2% | $142,382+13.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.51% | 24.03%-6.5pp | 24.27%-6.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $5,854 | $3,442+70.1% | $2,975+96.7% | $4,299+36.2% |
| Participant deferral / active EE | $1,981 | $5,716-65.3% | $5,107-61.2% | $6,507-69.6% |
| Admin fee / account holder | $21 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |