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 | $186,164 | $153,772+21.1% | $133,980+38.9% | $273,961-32.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.57% | 36.51%-31.9pp | 29.30%-24.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $15,000 | $6,029+148.8% | $5,211+187.8% | $4,869+208.1% |
| Participant deferral / active EE | $11,500 | $6,958+65.3% | $6,282+83.1% | $5,287+117.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |