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 4-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 | $116,921 | $112,729+3.7% | $98,716+18.4% | $137,256-14.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 26.25% | 38.48%-12.2pp | 31.81%-5.6pp | 220.34%-194.1pp |
| Employer contribution / active EE | $30,561 | $2,725+1021.4% | $2,279+1241.2% | $4,156+635.3% |
| Participant deferral / active EE | $10,239 | $4,640+120.7% | $4,048+153.0% | $6,407+59.8% |
| Admin fee / account holder | $19 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |