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 | $131,136 | $150,440-12.8% | $136,294-3.8% | $147,584-11.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.59% | 1049.08%-1036.5pp | 5155.94%-5143.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $10,467 | $5,256+99.1% | $4,695+122.9% | $4,876+114.6% |
| Participant deferral / active EE | $8,857 | $6,630+33.6% | $6,247+41.8% | $5,439+62.9% |
| Admin fee / account holder | $296 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |