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 | $97,968 | $109,881-10.8% | $150,045-34.7% | $84,808+15.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 23.89% | 28.25%-4.4pp | 62.55%-38.7pp | 40.90%-17.0pp |
| Employer contribution / active EE | $12,022 | $3,561+237.6% | $4,693+156.2% | $2,631+356.9% |
| Participant deferral / active EE | $10,739 | $6,636+61.8% | $7,997+34.3% | $4,212+155.0% |
| Admin fee / account holder | $109 | $8,568-98.7% | $13,435-99.2% | $7,344-98.5% |