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 | $130,706 | $198,466-34.1% | $170,442-23.3% | $147,584-11.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 30.21% | 257.29%-227.1pp | 205.93%-175.7pp | 578.55%-548.3pp |
| Employer contribution / active EE | $1,933 | $6,184-68.7% | $5,433-64.4% | $4,876-60.4% |
| Participant deferral / active EE | $5,419 | $5,629-3.7% | $4,939+9.7% | $5,439-0.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |