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 | $237,933 | $117,841+101.9% | $102,423+132.3% | $145,922+63.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.40% | 31.65%-22.2pp | 29.32%-19.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $5,140 | $3,615+42.2% | $3,023+70.0% | $4,660+10.3% |
| Participant deferral / active EE | $30,500 | $5,731+432.2% | $5,053+503.6% | $6,688+356.1% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |