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 | $173,858 | $110,809+56.9% | $86,874+100.1% | $167,490+3.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 37.51% | 116.98%-79.5pp | 63.52%-26.0pp | 478.56%-441.0pp |
| Employer contribution / active EE | $2,093 | $3,244-35.5% | $2,495-16.1% | $4,837-56.7% |
| Participant deferral / active EE | $5,866 | $4,546+29.0% | $3,699+58.6% | $6,341-7.5% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |