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 | $36,216 | $115,770-68.7% | $101,248-64.2% | $158,922-77.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.07% | 56.14%-40.1pp | 46.47%-30.4pp | 302.83%-286.8pp |
| Employer contribution / active EE | $5,240 | $4,175+25.5% | $3,660+43.2% | $4,761+10.1% |
| Participant deferral / active EE | $5,174 | $4,957+4.4% | $4,370+18.4% | $5,982-13.5% |
| Admin fee / account holder | $4 | $7,245-99.9% | $5,945-99.9% | $11,246-100.0% |