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 | $133,976 | $112,096+19.5% | $95,952+39.6% | $158,922-15.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.47% | 171.09%-157.6pp | 91.61%-78.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $5,608 | $3,198+75.4% | $2,541+120.7% | $4,761+17.8% |
| Participant deferral / active EE | $2,600 | $4,784-45.7% | $4,167-37.6% | $5,982-56.5% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |