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 | $82,137 | $171,865-52.2% | $149,718-45.1% | $147,584-44.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.73% | 2113.22%-2094.5pp | 1501.63%-1482.9pp | 578.55%-559.8pp |
| Employer contribution / active EE | $12,746 | $6,275+103.1% | $5,445+134.1% | $4,876+161.4% |
| Participant deferral / active EE | $9,305 | $7,271+28.0% | $6,569+41.6% | $5,439+71.1% |
| Admin fee / account holder | $158 | $13,799-98.9% | $11,283-98.6% | $10,885-98.6% |