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 | $228,875 | $127,100+80.1% | $105,738+116.5% | $135,375+69.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 18.92% | 4.49%+14.4pp | 6.27%+12.6pp | 519.73%-500.8pp |
| Employer contribution / active EE | $10,000 | $4,107+143.5% | $3,268+206.0% | $4,779+109.3% |
| Participant deferral / active EE | $19,200 | $5,064+279.1% | $4,080+370.6% | $5,609+242.3% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |