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 | $106,790 | $169,161-36.9% | $129,295-17.4% | $145,959-26.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.75% | 14348.07%-14332.3pp | 9429.28%-9413.5pp | 561.95%-546.2pp |
| Employer contribution / active EE | $3,338 | $5,543-39.8% | $4,157-19.7% | $4,661-28.4% |
| Participant deferral / active EE | $3,338 | $4,989-33.1% | $4,169-19.9% | $6,689-50.1% |
| Admin fee / account holder | $10 | $9,878-99.9% | $7,665-99.9% | $13,398-99.9% |