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 | $138,693 | $103,376+34.2% | $87,100+59.2% | $152,861-9.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.65% | 28.10%-5.4pp | 28.19%-5.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,002 | $3,220-37.8% | $2,521-20.6% | $4,762-58.0% |
| Participant deferral / active EE | $5,798 | $4,778+21.4% | $4,049+43.2% | $5,850-0.9% |
| Admin fee / account holder | -$220 | $12,205-101.8% | $7,497-102.9% | $11,596-101.9% |