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 | $87,137 | $176,377-50.6% | $134,143-35.0% | $158,922-45.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.41% | 63.63%-49.2pp | 36.33%-21.9pp | 302.83%-288.4pp |
| Employer contribution / active EE | $11,557 | $5,040+129.3% | $3,704+212.0% | $4,761+142.7% |
| Participant deferral / active EE | $6,500 | $4,091+58.9% | $3,499+85.8% | $5,982+8.7% |
| Admin fee / account holder | $16 | $8,718-99.8% | $6,684-99.8% | $11,246-99.9% |