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 | $135,077 | $88,710+52.3% | $81,783+65.2% | $145,959-7.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.41% | 1027.26%-1009.8pp | 775.05%-757.6pp | 561.95%-544.5pp |
| Employer contribution / active EE | $5,925 | $3,083+92.2% | $2,913+103.4% | $4,661+27.1% |
| Participant deferral / active EE | $7,576 | $4,645+63.1% | $4,320+75.3% | $6,689+13.3% |
| Admin fee / account holder | $160 | $8,407-98.1% | $7,380-97.8% | $13,398-98.8% |