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 | $179,290 | $117,381+52.7% | $99,443+80.3% | $152,861+17.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 20.53% | 31.87%-11.3pp | 30.72%-10.2pp | 345.32%-324.8pp |
| Employer contribution / active EE | $14,687 | $3,013+387.5% | $2,540+478.3% | $4,762+208.4% |
| Participant deferral / active EE | $12,138 | $4,086+197.1% | $3,619+235.4% | $5,850+107.5% |
| Admin fee / account holder | $15 | $7,631-99.8% | $6,250-99.8% | $11,596-99.9% |