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 | $216,117 | $232,540-7.1% | $185,117+16.7% | $147,584+46.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.97% | 43.03%-34.1pp | 40.50%-31.5pp | 578.55%-569.6pp |
| Employer contribution / active EE | $5,000 | $5,195-3.8% | $4,182+19.6% | $4,876+2.5% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $51 | $10,275-99.5% | $8,159-99.4% | $10,885-99.5% |