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 | $113,763 | $127,386-10.7% | $115,037-1.1% | $125,391-9.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 5.18% | 31.28%-26.1pp | 26.14%-21.0pp | 282.22%-277.0pp |
| Employer contribution / active EE | $3,911 | $5,166-24.3% | $4,608-15.1% | $4,866-19.6% |
| Participant deferral / active EE | $10,317 | $6,423+60.6% | $6,026+71.2% | $5,352+92.8% |
| Admin fee / account holder | $58 | $9,516-99.4% | $8,175-99.3% | $9,540-99.4% |