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 | $77,348 | $73,515+5.2% | $62,995+22.8% | $147,584-47.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.94% | 175.43%-160.5pp | 87.57%-72.6pp | 578.55%-563.6pp |
| Employer contribution / active EE | $5,815 | $3,320+75.1% | $2,759+110.8% | $4,876+19.2% |
| Participant deferral / active EE | $12,721 | $4,185+204.0% | $3,329+282.1% | $5,439+133.9% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |