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 | $106,933 | $171,865-37.8% | $149,718-28.6% | $147,584-27.5% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 27.01% | 2113.22%-2086.2pp | 1501.63%-1474.6pp | 578.55%-551.5pp |
| Employer contribution / active EE | $11,520 | $6,275+83.6% | $5,445+111.6% | $4,876+136.2% |
| Participant deferral / active EE | $15,000 | $7,271+106.3% | $6,569+128.3% | $5,439+175.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |