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 7-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 | $93,874 | $209,832-55.3% | $189,513-50.5% | $167,490-44.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.89% | 748.27%-736.4pp | 555.15%-543.3pp | 478.56%-466.7pp |
| Employer contribution / active EE | $4,963 | $6,914-28.2% | $6,162-19.5% | $4,837+2.6% |
| Participant deferral / active EE | $5,620 | $8,935-37.1% | $8,221-31.6% | $6,341-11.4% |
| Admin fee / account holder | $16 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |