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 | $144,597 | $103,376+39.9% | $87,100+66.0% | $152,861-5.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.57% | 28.10%-8.5pp | 28.19%-8.6pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,904 | $3,220-40.9% | $2,521-24.5% | $4,762-60.0% |
| Participant deferral / active EE | $5,676 | $4,778+18.8% | $4,049+40.2% | $5,850-3.0% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |