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 | $96,284 | $124,281-22.5% | $109,143-11.8% | $167,490-42.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 94.03% | 26.04%+68.0pp | 25.75%+68.3pp | 478.56%-384.5pp |
| Employer contribution / active EE | $8,665 | $4,207+105.9% | $3,722+132.8% | $4,837+79.1% |
| Participant deferral / active EE | $5,131 | $5,255-2.4% | $4,653+10.3% | $6,341-19.1% |
| Admin fee / account holder | $90 | $7,970-98.9% | $6,752-98.7% | $12,309-99.3% |