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 | $223,408 | $117,983+89.4% | $101,794+119.5% | $142,382+56.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.19% | 36.92%-23.7pp | 30.53%-17.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,181 | $2,773-21.4% | $2,289-4.7% | $4,299-49.3% |
| Participant deferral / active EE | $11,857 | $4,714+151.5% | $4,084+190.3% | $6,507+82.2% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |