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 | $125,487 | $100,901+24.4% | $75,670+65.8% | $147,584-15.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 19.11% | 35.78%-16.7pp | 27.34%-8.2pp | 578.55%-559.4pp |
| Employer contribution / active EE | $28,918 | $3,253+788.8% | $2,352+1129.6% | $4,876+493.0% |
| Participant deferral / active EE | $1,408 | $4,027-65.1% | $3,142-55.2% | $5,439-74.1% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |