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 | $231,981 | $159,602+45.3% | $150,045+54.6% | $142,382+62.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.09% | 70.24%-56.1pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,723 | $4,961-45.1% | $4,693-42.0% | $4,299-36.7% |
| Participant deferral / active EE | $24,648 | $8,310+196.6% | $7,997+208.2% | $6,507+278.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |