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 | $214,462 | $202,318+6.0% | $172,739+24.2% | $152,861+40.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.53% | 1029.65%-1010.1pp | 802.84%-783.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $16,957 | $5,856+189.6% | $5,143+229.7% | $4,762+256.1% |
| Participant deferral / active EE | $17,461 | $5,948+193.6% | $5,198+235.9% | $5,850+198.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |