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 | $123,848 | $104,486+18.5% | $76,817+61.2% | $152,861-19.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 24.39% | 1013.37%-989.0pp | 1166.11%-1141.7pp | 345.32%-320.9pp |
| Employer contribution / active EE | $832 | $3,116-73.3% | $2,302-63.9% | $4,762-82.5% |
| Participant deferral / active EE | $9,568 | $4,236+125.9% | $3,336+186.8% | $5,850+63.6% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |