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 | $136,593 | $148,534-8.0% | $135,903+0.5% | $139,434-2.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.12% | 79.19%-54.1pp | 68.23%-43.1pp | 372.94%-347.8pp |
| Employer contribution / active EE | $2,958 | $5,243-43.6% | $4,856-39.1% | $4,751-37.7% |
| Participant deferral / active EE | $16,482 | $8,100+103.5% | $7,758+112.5% | $6,710+145.6% |
| Admin fee / account holder | $37 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |