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 | $143,740 | $67,606+112.6% | $82,313+74.6% | $70,131+105.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.01% | 21.57%-1.6pp | 25.88%-5.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $3,024 | $1,755+72.3% | $2,428+24.5% | $2,342+29.1% |
| Participant deferral / active EE | $4,792 | $2,987+60.4% | $3,706+29.3% | $3,332+43.8% |
| Admin fee / account holder | $295 | $4,512-93.5% | $5,608-94.7% | $4,645-93.6% |