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 | $129,868 | $214,378-39.4% | $200,582-35.3% | $142,382-8.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.23% | 46.41%-26.2pp | 42.33%-22.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $5,714 | $6,841-16.5% | $6,419-11.0% | $4,299+32.9% |
| Participant deferral / active EE | $9,083 | $9,865-7.9% | $9,331-2.7% | $6,507+39.6% |
| Admin fee / account holder | $38 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |