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 | $123,075 | $104,251+18.1% | $91,001+35.2% | $147,584-16.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.76% | 27.06%-16.3pp | 4.60%+6.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $995 | $3,116-68.1% | $2,456-59.5% | $4,876-79.6% |
| Participant deferral / active EE | $12,521 | $4,195+198.5% | $3,547+253.0% | $5,439+130.2% |
| Admin fee / account holder | $11 | $8,948-99.9% | $5,417-99.8% | $10,885-99.9% |