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 | $220,029 | $171,865+28.0% | $149,718+47.0% | $147,584+49.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 50.30% | 2113.22%-2062.9pp | 1501.63%-1451.3pp | 578.55%-528.2pp |
| Employer contribution / active EE | $34,523 | $6,275+450.1% | $5,445+534.0% | $4,876+608.0% |
| Participant deferral / active EE | $8,260 | $7,271+13.6% | $6,569+25.7% | $5,439+51.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |