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 | $97,099 | $95,971+1.2% | $74,550+30.2% | $135,375-28.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 1.59% | 56.96%-55.4pp | 32.53%-30.9pp | 519.73%-518.1pp |
| Employer contribution / active EE | $2,750 | $2,716+1.2% | $1,961+40.2% | $4,779-42.5% |
| Participant deferral / active EE | $7,053 | $3,843+83.5% | $3,108+126.9% | $5,609+25.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |