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 | $102,643 | $91,037+12.7% | $71,671+43.2% | $147,584-30.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.72% | 20.48%-4.8pp | 20.65%-4.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $28,873 | $3,327+767.7% | $2,460+1073.8% | $4,876+492.1% |
| Participant deferral / active EE | $18,333 | $4,498+307.6% | $3,438+433.3% | $5,439+237.1% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |