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 | $131,426 | $202,318-35.0% | $172,739-23.9% | $152,861-14.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 31.86% | 1029.65%-997.8pp | 802.84%-771.0pp | 345.32%-313.5pp |
| Employer contribution / active EE | $9,110 | $5,856+55.6% | $5,143+77.1% | $4,762+91.3% |
| Participant deferral / active EE | $6,603 | $5,948+11.0% | $5,198+27.0% | $5,850+12.9% |
| Admin fee / account holder | $54 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |