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 9-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 | $116,569 | $106,515+9.4% | $96,683+20.6% | $139,434-16.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.98% | 38.43%-27.4pp | 35.69%-24.7pp | 372.94%-362.0pp |
| Employer contribution / active EE | $26,217 | $4,103+539.0% | $3,737+601.6% | $4,751+451.8% |
| Participant deferral / active EE | $8,332 | $5,454+52.8% | $4,878+70.8% | $6,710+24.2% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |