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 | $103,990 | $105,998-1.9% | $92,233+12.7% | $147,584-29.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.26% | 50.05%-33.8pp | 176.28%-160.0pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,907 | $4,333-56.0% | $3,679-48.2% | $4,876-60.9% |
| Participant deferral / active EE | $7,019 | $4,478+56.7% | $3,897+80.1% | $5,439+29.0% |
| Admin fee / account holder | $133 | $6,332-97.9% | $5,194-97.4% | $10,885-98.8% |