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 | $170,119 | $180,749-5.9% | $160,784+5.8% | $137,256+23.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.18% | 2234.46%-2220.3pp | 1803.92%-1789.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $798 | $4,155-80.8% | $3,733-78.6% | $4,156-80.8% |
| Participant deferral / active EE | $12,214 | $6,844+78.5% | $6,293+94.1% | $6,407+90.6% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |