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 | $150,043 | $105,998+41.6% | $92,233+62.7% | $147,584+1.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.40% | 50.05%-36.6pp | 176.28%-162.9pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,270 | $4,333-47.6% | $3,679-38.3% | $4,876-53.5% |
| Participant deferral / active EE | $3,783 | $4,478-15.5% | $3,897-2.9% | $5,439-30.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |