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 | $186,239 | $107,934+72.6% | $91,989+102.5% | $152,861+21.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.83% | 89.24%-69.4pp | 69.02%-49.2pp | 345.32%-325.5pp |
| Employer contribution / active EE | $12,500 | $4,210+196.9% | $3,452+262.1% | $4,762+162.5% |
| Participant deferral / active EE | $10,660 | $6,364+67.5% | $5,923+80.0% | $5,850+82.2% |
| Admin fee / account holder | $21 | $10,520-99.8% | $7,743-99.7% | $11,596-99.8% |