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 | $146,217 | $99,020+47.7% | $86,590+68.9% | $147,584-0.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.43% | 1312.34%-1295.9pp | 964.84%-948.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $3,101 | $3,132-1.0% | $2,839+9.2% | $4,876-36.4% |
| Participant deferral / active EE | $7,959 | $3,972+100.4% | $3,609+120.6% | $5,439+46.3% |
| Admin fee / account holder | $181 | $5,710-96.8% | $4,906-96.3% | $10,885-98.3% |