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 | $106,748 | $116,175-8.1% | $93,606+14.0% | $152,861-30.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 17.46% | 35.96%-18.5pp | 32.76%-15.3pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,841 | $3,218-42.8% | $2,718-32.3% | $4,762-61.3% |
| Participant deferral / active EE | $3,194 | $4,603-30.6% | $4,069-21.5% | $5,850-45.4% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |