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 | $136,996 | $105,859+29.4% | $90,160+51.9% | $147,584-7.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.05% | 37.63%-16.6pp | 34.88%-13.8pp | 578.55%-557.5pp |
| Employer contribution / active EE | $14,382 | $4,126+248.6% | $3,318+333.4% | $4,876+194.9% |
| Participant deferral / active EE | $9,513 | $5,733+65.9% | $5,288+79.9% | $5,439+74.9% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |