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 | $95,124 | $115,770-17.8% | $101,248-6.0% | $158,922-40.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.42% | 56.14%-38.7pp | 46.47%-29.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $3,577 | $4,175-14.3% | $3,660-2.3% | $4,761-24.9% |
| Participant deferral / active EE | $10,878 | $4,957+119.4% | $4,370+148.9% | $5,982+81.8% |
| Admin fee / account holder | $183 | $7,245-97.5% | $5,945-96.9% | $11,246-98.4% |