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 | $201,902 | $214,378-5.8% | $200,582+0.7% | $142,382+41.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.53% | 46.41%-22.9pp | 42.33%-18.8pp | 217.08%-193.5pp |
| Employer contribution / active EE | $10,176 | $6,841+48.7% | $6,419+58.5% | $4,299+136.7% |
| Participant deferral / active EE | $28,672 | $9,865+190.7% | $9,331+207.3% | $6,507+340.6% |
| Admin fee / account holder | $212 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |