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 | $200,277 | $127,386+57.2% | $115,037+74.1% | $125,391+59.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.99% | 31.28%-30.3pp | 26.14%-25.2pp | 282.22%-281.2pp |
| Employer contribution / active EE | $2,164 | $5,166-58.1% | $4,608-53.0% | $4,866-55.5% |
| Participant deferral / active EE | $10,852 | $6,423+69.0% | $6,026+80.1% | $5,352+102.8% |
| Admin fee / account holder | $260 | $9,516-97.3% | $8,175-96.8% | $9,540-97.3% |