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 | $99,612 | $144,119-30.9% | $117,854-15.5% | $147,584-32.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 11.95% | 531.15%-519.2pp | 335.08%-323.1pp | 578.55%-566.6pp |
| Employer contribution / active EE | $2,994 | $4,896-38.8% | $3,786-20.9% | $4,876-38.6% |
| Participant deferral / active EE | $4,274 | $5,316-19.6% | $4,482-4.6% | $5,439-21.4% |
| Admin fee / account holder | $149 | $10,886-98.6% | $8,020-98.1% | $10,885-98.6% |