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 | $114,365 | $113,339+0.9% | $94,993+20.4% | $147,584-22.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 20.13% | 20.77%-0.6pp | 27.12%-7.0pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,435 | $3,160-23.0% | $2,603-6.5% | $4,876-50.1% |
| Participant deferral / active EE | $2,435 | $3,777-35.5% | $3,317-26.6% | $5,439-55.2% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |