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 | $154,129 | $127,386+21.0% | $115,037+34.0% | $125,391+22.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.04% | 31.28%-32.3pp | 26.14%-27.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $2,353 | $5,166-54.4% | $4,608-48.9% | $4,866-51.6% |
| Participant deferral / active EE | $8,696 | $6,423+35.4% | $6,026+44.3% | $5,352+62.5% |
| Admin fee / account holder | $18 | $9,516-99.8% | $8,175-99.8% | $9,540-99.8% |