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 | $122,019 | $90,503+34.8% | $78,689+55.1% | $273,961-55.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.47% | 75.60%-68.1pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,208 | $3,176-62.0% | $2,851-57.6% | $4,869-75.2% |
| Participant deferral / active EE | $2,782 | $3,901-28.7% | $3,517-20.9% | $5,287-47.4% |
| Admin fee / account holder | $21 | $5,263-99.6% | $4,510-99.5% | $10,132-99.8% |