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 4-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 | $104,300 | $183,592-43.2% | $155,567-33.0% | $145,959-28.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.23% | 61.24%-46.0pp | 64.74%-49.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $5,101 | $5,315-4.0% | $4,674+9.1% | $4,661+9.4% |
| Participant deferral / active EE | $10,375 | $6,464+60.5% | $5,628+84.4% | $6,689+55.1% |
| Admin fee / account holder | $20 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |