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 | $93,460 | $82,630+13.1% | $64,105+45.8% | $125,391-25.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 1.99% | 1489.72%-1487.7pp | 791.24%-789.3pp | 282.22%-280.2pp |
| Employer contribution / active EE | $1,715 | $2,671-35.8% | $1,820-5.8% | $4,866-64.8% |
| Participant deferral / active EE | $7,982 | $3,608+121.2% | $2,822+182.9% | $5,352+49.1% |
| Admin fee / account holder | $189 | $6,382-97.0% | $4,499-95.8% | $9,540-98.0% |