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 | $105,443 | $77,419+36.2% | $69,455+51.8% | $152,861-31.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 23.34% | 39.06%-15.7pp | 28.97%-5.6pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,684 | $3,315-19.1% | $2,779-3.4% | $4,762-43.7% |
| Participant deferral / active EE | $2,360 | $4,414-46.5% | $3,535-33.3% | $5,850-59.7% |
| Admin fee / account holder | $74 | $6,207-98.8% | $3,839-98.1% | $11,596-99.4% |