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 | $153,131 | $185,822-17.6% | $169,993-9.9% | $139,434+9.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.97% | 60.50%-29.5pp | 53.37%-22.4pp | 372.94%-342.0pp |
| Employer contribution / active EE | $3,895 | $7,590-48.7% | $6,785-42.6% | $4,751-18.0% |
| Participant deferral / active EE | $4,558 | $11,622-60.8% | $10,408-56.2% | $6,710-32.1% |
| Admin fee / account holder | $189 | $15,381-98.8% | $12,815-98.5% | $11,403-98.3% |