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 | $204,174 | $163,101+25.2% | $136,749+49.3% | $142,382+43.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.98% | 27.54%-11.6pp | 24.33%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $7,930 | $4,117+92.6% | $3,400+133.3% | $4,299+84.5% |
| Participant deferral / active EE | $9,954 | $5,585+78.2% | $4,692+112.1% | $6,507+53.0% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |