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 | $120,695 | $76,000+58.8% | $154,107-21.7% | $64,186+88.0% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | -5.38% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,128 | $3,351-36.5% | $5,298-59.8% | $2,381-10.6% |
| Participant deferral / active EE | $4,212 | $3,175+32.7% | $5,081-17.1% | $3,470+21.4% |
| Admin fee / account holder | $241 | $5,596-95.7% | $13,411-98.2% | $4,888-95.1% |