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 | $136,474 | $56,199+142.8% | $67,652+101.7% | $59,632+128.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 4.49% | 18505.31%-18500.8pp | 6625.04%-6620.5pp | 2041.28%-2036.8pp |
| Employer contribution / active EE | $3,733 | $1,614+131.2% | $2,266+64.8% | $2,203+69.5% |
| Participant deferral / active EE | $7,495 | $2,844+163.6% | $3,560+110.6% | $3,192+134.8% |
| Admin fee / account holder | $134 | $3,958-96.6% | $4,821-97.2% | $4,297-96.9% |