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 | $120,681 | $106,515+13.3% | $96,683+24.8% | $139,434-13.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.47% | 38.43%-21.0pp | 35.69%-18.2pp | 372.94%-355.5pp |
| Employer contribution / active EE | $6,388 | $4,103+55.7% | $3,737+71.0% | $4,751+34.5% |
| Participant deferral / active EE | $4,813 | $5,454-11.8% | $4,878-1.3% | $6,710-28.3% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |