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 4-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 | $99,879 | $104,974-4.9% | $95,585+4.5% | $142,382-29.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.19% | 210.33%-188.1pp | 38.56%-16.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,676 | $2,779-3.7% | $2,527+5.9% | $4,299-37.8% |
| Participant deferral / active EE | $18,894 | $4,352+334.2% | $4,023+369.7% | $6,507+190.4% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |