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 | $236,539 | $160,055+47.8% | $140,016+68.9% | $135,375+74.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.40% | 911.38%-912.8pp | 651.12%-652.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $9,005 | $6,420+40.3% | $5,606+60.6% | $4,779+88.4% |
| Participant deferral / active EE | $15,837 | $7,642+107.3% | $6,927+128.6% | $5,609+182.4% |
| Admin fee / account holder | $6 | $13,328-100.0% | $10,705-99.9% | $10,827-99.9% |