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 | $69,950 | $69,207+1.1% | $64,056+9.2% | $139,434-49.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.82% | 45.88%-26.1pp | 33.69%-13.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,815 | $3,182-11.5% | $2,747+2.5% | $4,751-40.7% |
| Participant deferral / active EE | $7,038 | $4,682+50.3% | $3,880+81.4% | $6,710+4.9% |
| Admin fee / account holder | $54 | $4,244-98.7% | $3,068-98.2% | $11,403-99.5% |