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 | $166,945 | $99,032+68.6% | $80,019+108.6% | $135,375+23.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.80% | 15.39%-18.2pp | 11.22%-14.0pp | 519.73%-522.5pp |
| Employer contribution / active EE | $2,075 | $3,043-31.8% | $2,468-15.9% | $4,779-56.6% |
| Participant deferral / active EE | $3,758 | $4,282-12.2% | $3,686+2.0% | $5,609-33.0% |
| Admin fee / account holder | $13 | $10,436-99.9% | $6,521-99.8% | $10,827-99.9% |