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 | $118,791 | $74,888+58.6% | $71,209+66.8% | $142,382-16.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.34% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $5,490 | $2,854+92.3% | $2,721+101.7% | $4,299+27.7% |
| Participant deferral / active EE | $28,613 | $4,454+542.3% | $4,175+585.3% | $6,507+339.7% |
| Admin fee / account holder | $246 | $5,568-95.6% | $5,349-95.4% | $12,624-98.1% |