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 | $135,715 | $209,832-35.3% | $189,513-28.4% | $167,490-19.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.69% | 748.27%-733.6pp | 555.15%-540.5pp | 478.56%-463.9pp |
| Employer contribution / active EE | $9,805 | $6,914+41.8% | $6,162+59.1% | $4,837+102.7% |
| Participant deferral / active EE | $9,348 | $8,935+4.6% | $8,221+13.7% | $6,341+47.4% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |