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 | $122,777 | $217,402-43.5% | $185,823-33.9% | $167,490-26.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 27.77% | 148.36%-120.6pp | 122.05%-94.3pp | 478.56%-450.8pp |
| Employer contribution / active EE | $5,666 | $5,873-3.5% | $5,167+9.7% | $4,837+17.1% |
| Participant deferral / active EE | $7,766 | $6,356+22.2% | $5,568+39.5% | $6,341+22.5% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |