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 | $124,988 | $159,901-21.8% | $146,958-14.9% | $145,922-14.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.33% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,642 | $5,286-31.1% | $4,933-26.2% | $4,660-21.8% |
| Participant deferral / active EE | $13,293 | $8,428+57.7% | $8,070+64.7% | $6,688+98.8% |
| Admin fee / account holder | $101 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |