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 | $169,441 | $138,065+22.7% | $123,544+37.2% | $135,375+25.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.04% | 153.68%-147.6pp | 119.20%-113.2pp | 519.73%-513.7pp |
| Employer contribution / active EE | $11,966 | $5,151+132.3% | $4,628+158.6% | $4,779+150.4% |
| Participant deferral / active EE | $11,938 | $6,799+75.6% | $6,426+85.8% | $5,609+112.8% |
| Admin fee / account holder | $48 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |