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 | $134,962 | $102,966+31.1% | $90,281+49.5% | $152,861-11.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.85% | 95.16%-73.3pp | 78.10%-56.2pp | 345.32%-323.5pp |
| Employer contribution / active EE | $5,634 | $3,139+79.5% | $2,854+97.4% | $4,762+18.3% |
| Participant deferral / active EE | $3,243 | $4,281-24.3% | $3,885-16.5% | $5,850-44.6% |
| Admin fee / account holder | $132 | $6,171-97.9% | $5,351-97.5% | $11,596-98.9% |