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 | $234,262 | $91,538+155.9% | $129,995+80.2% | $75,163+211.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.32% | -631.11%+649.4pp | -137.18%+155.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $4,753 | $2,845+67.0% | $4,320+10.0% | $2,670+78.0% |
| Participant deferral / active EE | $10,875 | $4,341+150.5% | $5,820+86.9% | $4,125+163.6% |
| Admin fee / account holder | $258 | $6,790-96.2% | $10,614-97.6% | $5,651-95.4% |