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 | $85,365 | $100,901-15.4% | $75,670+12.8% | $147,584-42.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 13.31% | 35.78%-22.5pp | 27.34%-14.0pp | 578.55%-565.2pp |
| Employer contribution / active EE | $18,077 | $3,253+455.6% | $2,352+668.6% | $4,876+270.7% |
| Participant deferral / active EE | $5,338 | $4,027+32.6% | $3,142+69.9% | $5,439-1.8% |
| Admin fee / account holder | $133 | $11,285-98.8% | $5,800-97.7% | $10,885-98.8% |