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 | $224,556 | $149,734+50.0% | $118,925+88.8% | $158,922+41.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 12.37% | 19.95%-7.6pp | 35.88%-23.5pp | 302.83%-290.5pp |
| Employer contribution / active EE | $5,868 | $4,115+42.6% | $3,263+79.9% | $4,761+23.2% |
| Participant deferral / active EE | $26,000 | $5,223+397.8% | $4,265+509.6% | $5,982+334.6% |
| Admin fee / account holder | $20 | $8,603-99.8% | $6,581-99.7% | $11,246-99.8% |