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 | $142,299 | $105,998+34.2% | $92,233+54.3% | $147,584-3.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.85% | 50.05%-34.2pp | 176.28%-160.4pp | 578.55%-562.7pp |
| Employer contribution / active EE | $2,273 | $4,333-47.5% | $3,679-38.2% | $4,876-53.4% |
| Participant deferral / active EE | $4,846 | $4,478+8.2% | $3,897+24.4% | $5,439-10.9% |
| Admin fee / account holder | $237 | $6,332-96.3% | $5,194-95.4% | $10,885-97.8% |