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 6-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 | $126,284 | $201,272-37.3% | $184,203-31.4% | $145,922-13.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.06% | 29.00%-15.9pp | 28.81%-15.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $11,335 | $7,022+61.4% | $6,427+76.4% | $4,660+143.3% |
| Participant deferral / active EE | $11,782 | $9,806+20.1% | $9,131+29.0% | $6,688+76.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |