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 | $117,976 | $150,440-21.6% | $136,294-13.4% | $147,584-20.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 26.74% | 1049.08%-1022.3pp | 5155.94%-5129.2pp | 578.55%-551.8pp |
| Employer contribution / active EE | $2,790 | $5,256-46.9% | $4,695-40.6% | $4,876-42.8% |
| Participant deferral / active EE | $7,890 | $6,630+19.0% | $6,247+26.3% | $5,439+45.1% |
| Admin fee / account holder | $181 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |