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 | $120,143 | $62,672+91.7% | $185,117-35.1% | $70,131+71.3% |
| Participation rate | 86.1% | 63.8%+22.3pp | 77.3%+8.8pp | 69.5%+16.6pp |
| Annual return | 22.07% | 40.79%-18.7pp | 40.50%-18.4pp | 73.14%-51.1pp |
| Employer contribution / active EE | $594 | $1,753-66.1% | $4,182-85.8% | $2,342-74.6% |
| Participant deferral / active EE | $3,098 | $3,272-5.3% | $5,045-38.6% | $3,332-7.0% |
| Admin fee / account holder | $170 | $3,932-95.7% | $8,159-97.9% | $4,645-96.3% |