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 | $138,241 | $107,334+28.8% | $92,893+48.8% | $152,861-9.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.66% | 145.58%-131.9pp | 109.41%-95.7pp | 345.32%-331.7pp |
| Employer contribution / active EE | $23,506 | $4,221+456.9% | $3,653+543.5% | $4,762+393.6% |
| Participant deferral / active EE | $16,750 | $4,845+245.7% | $4,236+295.4% | $5,850+186.3% |
| Admin fee / account holder | $24 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |