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 3-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 | $85,058 | $201,272-57.7% | $184,203-53.8% | $145,922-41.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.35% | 29.00%-16.6pp | 28.81%-16.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $11,460 | $7,022+63.2% | $6,427+78.3% | $4,660+145.9% |
| Participant deferral / active EE | $12,000 | $9,806+22.4% | $9,131+31.4% | $6,688+79.4% |
| Admin fee / account holder | $149 | $16,364-99.1% | $13,901-98.9% | $13,397-98.9% |