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 | $208,470 | $183,592+13.6% | $155,567+34.0% | $145,959+42.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.01% | 61.24%-44.2pp | 64.74%-47.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $17,966 | $5,315+238.0% | $4,674+284.4% | $4,661+285.5% |
| Participant deferral / active EE | $9,076 | $6,464+40.4% | $5,628+61.3% | $6,689+35.7% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |