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 | $99,571 | $107,015-7.0% | $73,545+35.4% | $147,584-32.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 15.79% | 38.25%-22.5pp | -15.16%+31.0pp | 578.55%-562.8pp |
| Employer contribution / active EE | $7,116 | $1,760+304.3% | $1,219+483.8% | $4,876+45.9% |
| Participant deferral / active EE | $7,000 | $2,462+184.4% | $1,806+287.6% | $5,439+28.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |