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 | $182,813 | $101,069+80.9% | $81,478+124.4% | $147,584+23.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.69% | 32.40%-16.7pp | 38.78%-23.1pp | 578.55%-562.9pp |
| Employer contribution / active EE | $7,147 | $3,205+123.0% | $2,568+178.3% | $4,876+46.6% |
| Participant deferral / active EE | $17,826 | $4,242+320.2% | $3,537+404.0% | $5,439+227.8% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |