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 | $75,050 | $176,662-57.5% | $130,648-42.6% | $152,861-50.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 27.89% | 2692.24%-2664.4pp | 1708.96%-1681.1pp | 345.32%-317.4pp |
| Employer contribution / active EE | $1,713 | $5,742-70.2% | $4,092-58.1% | $4,762-64.0% |
| Participant deferral / active EE | $2,578 | $4,361-40.9% | $3,603-28.5% | $5,850-55.9% |
| Admin fee / account holder | $16 | $7,133-99.8% | $5,464-99.7% | $11,596-99.9% |