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 | $149,090 | $97,757+52.5% | $83,848+77.8% | $135,375+10.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 14.95% | 1287.37%-1272.4pp | 850.88%-835.9pp | 519.73%-504.8pp |
| Employer contribution / active EE | $6,050 | $4,222+43.3% | $3,631+66.6% | $4,779+26.6% |
| Participant deferral / active EE | $4,300 | $4,682-8.2% | $4,082+5.4% | $5,609-23.3% |
| Admin fee / account holder | $5 | $6,674-99.9% | $5,478-99.9% | $10,827-100.0% |