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 | $215,593 | $127,386+69.2% | $115,037+87.4% | $125,391+71.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.40% | 31.28%-26.9pp | 26.14%-21.7pp | 282.22%-277.8pp |
| Employer contribution / active EE | $2,163 | $5,166-58.1% | $4,608-53.1% | $4,866-55.5% |
| Participant deferral / active EE | $7,738 | $6,423+20.5% | $6,026+28.4% | $5,352+44.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |