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 | $124,066 | $189,613-34.6% | $167,512-25.9% | $142,382-12.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.73% | 2024.68%-2008.0pp | 1615.79%-1599.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,526 | $4,349-18.9% | $3,882-9.2% | $4,299-18.0% |
| Participant deferral / active EE | $12,510 | $6,981+79.2% | $6,405+95.3% | $6,507+92.3% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |