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 | $127,813 | $121,625+5.1% | $104,607+22.2% | $158,922-19.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.05% | 465.26%-453.2pp | 340.46%-328.4pp | 302.83%-290.8pp |
| Employer contribution / active EE | $9,211 | $3,163+191.2% | $2,681+243.6% | $4,761+93.5% |
| Participant deferral / active EE | $7,072 | $4,177+69.3% | $3,740+89.1% | $5,982+18.2% |
| Admin fee / account holder | $69 | $7,787-99.1% | $6,473-98.9% | $11,246-99.4% |