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 6-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 | $89,917 | $99,918-10.0% | $81,382+10.5% | $145,922-38.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.39% | 34.32%-23.9pp | 24.73%-14.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $6,999 | $2,978+135.1% | $2,463+184.2% | $4,660+50.2% |
| Participant deferral / active EE | $9,675 | $4,605+110.1% | $3,883+149.2% | $6,688+44.7% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |