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 9-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 | $129,987 | $115,882+12.2% | $100,516+29.3% | $158,922-18.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 10.16% | 34.79%-24.6pp | 30.89%-20.7pp | 302.83%-292.7pp |
| Employer contribution / active EE | $2,313 | $4,103-43.6% | $3,418-32.3% | $4,761-51.4% |
| Participant deferral / active EE | $20,433 | $6,674+206.1% | $6,270+225.9% | $5,982+241.6% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |