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 | $150,704 | $180,449-16.5% | $154,107-2.2% | $135,375+11.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.39% | 888.09%-882.7pp | 735.12%-729.7pp | 519.73%-514.3pp |
| Employer contribution / active EE | $9,700 | $6,035+60.7% | $5,298+83.1% | $4,779+103.0% |
| Participant deferral / active EE | $6,750 | $5,806+16.3% | $5,081+32.9% | $5,609+20.3% |
| Admin fee / account holder | $68 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |