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 | $95,668 | $110,261-13.2% | $95,745-0.1% | $139,434-31.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.81% | 27.11%-7.3pp | 28.35%-8.5pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,238 | $3,257-62.0% | $2,835-56.3% | $4,751-73.9% |
| Participant deferral / active EE | $8,624 | $4,676+84.4% | $4,245+103.2% | $6,710+28.5% |
| Admin fee / account holder | $20 | $6,613-99.7% | $5,678-99.6% | $11,403-99.8% |