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 | $134,068 | $183,519-26.9% | $155,509-13.8% | $145,922-8.1% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 29.94% | 61.17%-31.2pp | 64.67%-34.7pp | 561.29%-531.3pp |
| Employer contribution / active EE | $2,376 | $5,313-55.3% | $4,672-49.1% | $4,660-49.0% |
| Participant deferral / active EE | $4,700 | $6,462-27.3% | $5,626-16.5% | $6,688-29.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |