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 | $140,065 | $104,907+33.5% | $84,611+65.5% | $152,861-8.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 24.49% | 373.79%-349.3pp | 258.74%-234.3pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,138 | $3,302-35.3% | $2,652-19.4% | $4,762-55.1% |
| Participant deferral / active EE | $3,975 | $4,688-15.2% | $3,899+2.0% | $5,850-32.1% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |