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 | $206,217 | $238,490-13.5% | $180,183+14.4% | $142,382+44.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 18.64% | 33.56%-14.9pp | 27.86%-9.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $16,697 | $6,143+171.8% | $5,039+231.4% | $4,299+288.4% |
| Participant deferral / active EE | $18,441 | $7,996+130.6% | $6,822+170.3% | $6,507+183.4% |
| Admin fee / account holder | $36 | $28,866-99.9% | $19,975-99.8% | $12,624-99.7% |