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 8-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 | $104,534 | $115,770-9.7% | $101,248+3.2% | $158,922-34.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 31.81% | 56.14%-24.3pp | 46.47%-14.7pp | 302.83%-271.0pp |
| Employer contribution / active EE | $14,285 | $4,175+242.2% | $3,660+290.3% | $4,761+200.0% |
| Participant deferral / active EE | $10,905 | $4,957+120.0% | $4,370+149.5% | $5,982+82.3% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |