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 | $114,272 | $99,020+15.4% | $86,590+32.0% | $147,584-22.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.84% | 1312.34%-1292.5pp | 964.84%-945.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,737 | $3,132-12.6% | $2,839-3.6% | $4,876-43.9% |
| Participant deferral / active EE | $2,737 | $3,972-31.1% | $3,609-24.2% | $5,439-49.7% |
| Admin fee / account holder | $12 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |