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 9-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 | $134,297 | $159,901-16.0% | $146,958-8.6% | $145,922-8.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.06% | 98.13%-79.1pp | 418.34%-399.3pp | 561.29%-542.2pp |
| Employer contribution / active EE | $21,577 | $5,286+308.2% | $4,933+337.4% | $4,660+363.1% |
| Participant deferral / active EE | $12,601 | $8,428+49.5% | $8,070+56.1% | $6,688+88.4% |
| Admin fee / account holder | $258 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |