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 | $224,188 | $183,963+21.9% | $162,163+38.2% | $152,861+46.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.79% | 150.76%-135.0pp | 115.59%-99.8pp | 345.32%-329.5pp |
| Employer contribution / active EE | $3,345 | $6,371-47.5% | $5,614-40.4% | $4,762-29.8% |
| Participant deferral / active EE | $6,568 | $8,034-18.2% | $7,298-10.0% | $5,850+12.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |