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 | $103,206 | $105,859-2.5% | $90,160+14.5% | $147,584-30.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.39% | 37.63%-18.2pp | 34.88%-15.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $7,441 | $4,126+80.3% | $3,318+124.3% | $4,876+52.6% |
| Participant deferral / active EE | $8,052 | $5,733+40.4% | $5,288+52.3% | $5,439+48.1% |
| Admin fee / account holder | $92 | $8,046-98.9% | $5,943-98.5% | $10,885-99.2% |