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 | $198,429 | $183,592+8.1% | $155,567+27.6% | $145,959+35.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 25.07% | 61.24%-36.2pp | 64.74%-39.7pp | 561.95%-536.9pp |
| Employer contribution / active EE | $2,167 | $5,315-59.2% | $4,674-53.6% | $4,661-53.5% |
| Participant deferral / active EE | $6,438 | $6,464-0.4% | $5,628+14.4% | $6,689-3.7% |
| Admin fee / account holder | $18 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |