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 4-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 | $212,498 | $169,032+25.7% | $129,207+64.5% | $145,922+45.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.78% | 14330.11%-14313.3pp | 9417.33%-9400.5pp | 561.29%-544.5pp |
| Employer contribution / active EE | $19,500 | $5,537+252.2% | $4,153+369.5% | $4,660+318.5% |
| Participant deferral / active EE | $19,500 | $4,987+291.0% | $4,168+367.9% | $6,688+191.6% |
| Admin fee / account holder | $86 | $9,954-99.1% | $7,715-98.9% | $13,397-99.4% |