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 | $118,913 | $99,020+20.1% | $86,590+37.3% | $147,584-19.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.06% | 1312.34%-1291.3pp | 964.84%-943.8pp | 578.55%-557.5pp |
| Employer contribution / active EE | $7,483 | $3,132+138.9% | $2,839+163.5% | $4,876+53.5% |
| Participant deferral / active EE | $2,358 | $3,972-40.6% | $3,609-34.6% | $5,439-56.6% |
| Admin fee / account holder | $20 | $5,710-99.6% | $4,906-99.6% | $10,885-99.8% |