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 | $177,312 | $149,734+18.4% | $118,925+49.1% | $158,922+11.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 21.56% | 19.95%+1.6pp | 35.88%-14.3pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,133 | $4,115-72.5% | $3,263-65.3% | $4,761-76.2% |
| Participant deferral / active EE | $17,067 | $5,223+226.8% | $4,265+300.2% | $5,982+185.3% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |