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 | $110,898 | $171,865-35.5% | $149,718-25.9% | $147,584-24.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.69% | 2113.22%-2095.5pp | 1501.63%-1483.9pp | 578.55%-560.9pp |
| Employer contribution / active EE | $9,686 | $6,275+54.4% | $5,445+77.9% | $4,876+98.6% |
| Participant deferral / active EE | $11,733 | $7,271+61.4% | $6,569+78.6% | $5,439+115.7% |
| Admin fee / account holder | $42 | $13,799-99.7% | $11,283-99.6% | $10,885-99.6% |