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 | $60,005 | $158,817-62.2% | $121,196-50.5% | $135,375-55.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 13.41% | -0.64%+14.0pp | 16.93%-3.5pp | 519.73%-506.3pp |
| Employer contribution / active EE | $2,278 | $5,665-59.8% | $4,022-43.4% | $4,779-52.3% |
| Participant deferral / active EE | $2,278 | $4,005-43.1% | $3,344-31.9% | $5,609-59.4% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |