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 | $166,501 | $209,832-20.7% | $189,513-12.1% | $167,490-0.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.36% | 748.27%-731.9pp | 555.15%-538.8pp | 478.56%-462.2pp |
| Employer contribution / active EE | $7,663 | $6,914+10.8% | $6,162+24.4% | $4,837+58.4% |
| Participant deferral / active EE | $8,912 | $8,935-0.3% | $8,221+8.4% | $6,341+40.5% |
| Admin fee / account holder | $200 | $14,293-98.6% | $12,045-98.3% | $12,309-98.4% |