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 | $140,579 | $157,256-10.6% | $141,162-0.4% | $152,861-8.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.92% | 64.32%-35.4pp | 71.39%-42.5pp | 345.32%-316.4pp |
| Employer contribution / active EE | $1,206 | $5,261-77.1% | $4,735-74.5% | $4,762-74.7% |
| Participant deferral / active EE | $10,284 | $7,109+44.7% | $6,709+53.3% | $5,850+75.8% |
| Admin fee / account holder | $25 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |