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 | $116,733 | $185,200-37.0% | $142,863-18.3% | $167,490-30.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 20.29% | 8555.70%-8535.4pp | 5637.54%-5617.2pp | 478.56%-458.3pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,058 | $4,494-76.4% | $3,837-72.4% | $6,341-83.3% |
| Admin fee / account holder | $20 | $8,031-99.7% | $6,560-99.7% | $12,309-99.8% |