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 | $144,664 | $127,065+13.9% | $113,168+27.8% | $142,382+1.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.50% | 24.03%-7.5pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,363 | $3,442-2.3% | $2,975+13.0% | $4,299-21.8% |
| Participant deferral / active EE | $6,440 | $5,716+12.7% | $5,107+26.1% | $6,507-1.0% |
| Admin fee / account holder | $204 | $15,736-98.7% | $12,068-98.3% | $12,624-98.4% |