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 | $150,710 | $217,402-30.7% | $185,823-18.9% | $167,490-10.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.40% | 148.36%-136.0pp | 122.05%-109.6pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,884 | $5,873-67.9% | $5,167-63.5% | $4,837-61.0% |
| Participant deferral / active EE | $8,596 | $6,356+35.2% | $5,568+54.4% | $6,341+35.6% |
| Admin fee / account holder | $19 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |