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 | $141,059 | $176,377-20.0% | $134,143+5.2% | $158,922-11.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 30.33% | 63.63%-33.3pp | 36.33%-6.0pp | 302.83%-272.5pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $18,480 | $4,091+351.7% | $3,499+428.2% | $5,982+208.9% |
| Admin fee / account holder | $50 | $8,718-99.4% | $6,684-99.3% | $11,246-99.6% |