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 | $108,074 | $142,405-24.1% | $115,157-6.2% | $152,861-29.3% |
| Participation rate | 0.0% | 82.4%-82.4pp | 75.9%-75.9pp | 82.4%-82.4pp |
| Annual return | 20.23% | 41.48%-21.2pp | 35.60%-15.4pp | 345.32%-325.1pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $64 | $8,462-99.2% | $7,088-99.1% | $11,596-99.4% |