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 | $98,121 | $105,998-7.4% | $92,233+6.4% | $147,584-33.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.02% | 50.05%-28.0pp | 176.28%-154.3pp | 578.55%-556.5pp |
| Employer contribution / active EE | $9,415 | $4,333+117.3% | $3,679+155.9% | $4,876+93.1% |
| Participant deferral / active EE | $4,671 | $4,478+4.3% | $3,897+19.9% | $5,439-14.1% |
| Admin fee / account holder | $87 | $6,332-98.6% | $5,194-98.3% | $10,885-99.2% |