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 | $65,364 | $127,777-48.8% | $106,548-38.7% | $167,490-61.0% |
| Participation rate | 91.7% | 78.3%+13.4pp | 76.1%+15.5pp | 82.1%+9.6pp |
| Annual return | 15.62% | 33.87%-18.3pp | 26.80%-11.2pp | 478.56%-462.9pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $14,740 | $5,087+189.7% | $4,398+235.1% | $6,341+132.4% |
| Admin fee / account holder | $5 | $11,228-100.0% | $7,407-99.9% | $12,309-100.0% |