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 | $107,704 | $105,859+1.7% | $90,160+19.5% | $147,584-27.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 366.91% | 37.63%+329.3pp | 34.88%+332.0pp | 578.55%-211.6pp |
| Employer contribution / active EE | $8,078 | $4,126+95.8% | $3,318+143.4% | $4,876+65.7% |
| Participant deferral / active EE | $8,794 | $5,733+53.4% | $5,288+66.3% | $5,439+61.7% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |