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 | $224,854 | $172,111+30.6% | $150,298+49.6% | $137,256+63.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.21% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $11,625 | $4,636+150.7% | $4,154+179.8% | $4,156+179.7% |
| Participant deferral / active EE | $32,875 | $6,166+433.2% | $5,453+502.9% | $6,407+413.1% |
| Admin fee / account holder | $140 | $16,471-99.2% | $14,116-99.0% | $12,270-98.9% |