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 | $98,388 | $111,814-12.0% | $93,654+5.1% | $145,959-32.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.09% | 203.30%-191.2pp | 133.34%-121.3pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,746 | $3,092-43.5% | $2,421-27.9% | $4,661-62.5% |
| Participant deferral / active EE | $5,216 | $4,914+6.1% | $4,413+18.2% | $6,689-22.0% |
| Admin fee / account holder | $9 | $10,246-99.9% | $8,282-99.9% | $13,398-99.9% |