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 5-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 | $152,292 | $88,710+71.7% | $81,783+86.2% | $145,959+4.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.97% | 1027.26%-1013.3pp | 775.05%-761.1pp | 561.95%-548.0pp |
| Employer contribution / active EE | $5,110 | $3,083+65.7% | $2,913+75.5% | $4,661+9.6% |
| Participant deferral / active EE | $12,941 | $4,645+178.6% | $4,320+199.5% | $6,689+93.5% |
| Admin fee / account holder | $20 | $8,407-99.8% | $7,380-99.7% | $13,398-99.9% |