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 | $103,630 | $144,119-28.1% | $117,854-12.1% | $147,584-29.8% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 20.34% | 531.15%-510.8pp | 335.08%-314.7pp | 578.55%-558.2pp |
| Employer contribution / active EE | $2,017 | $4,896-58.8% | $3,786-46.7% | $4,876-58.6% |
| Participant deferral / active EE | $2,875 | $5,316-45.9% | $4,482-35.9% | $5,439-47.1% |
| Admin fee / account holder | $63 | $10,886-99.4% | $8,020-99.2% | $10,885-99.4% |