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 | $194,772 | $105,126+85.3% | $94,646+105.8% | $139,434+39.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.74% | 38.03%-23.3pp | 156.71%-142.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $5,587 | $4,106+36.1% | $3,672+52.1% | $4,751+17.6% |
| Participant deferral / active EE | $17,349 | $7,599+128.3% | $7,418+133.9% | $6,710+158.5% |
| Admin fee / account holder | $20 | $8,984-99.8% | $7,231-99.7% | $11,403-99.8% |