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 | $191,520 | $228,332-16.1% | $185,823+3.1% | $158,922+20.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 32.73% | 40.80%-8.1pp | 35.95%-3.2pp | 302.83%-270.1pp |
| Employer contribution / active EE | $8,325 | $4,967+67.6% | $4,087+103.7% | $4,761+74.9% |
| Participant deferral / active EE | $9,331 | $6,415+45.5% | $5,632+65.7% | $5,982+56.0% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |