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 | $231,987 | $215,361+7.7% | $171,082+35.6% | $273,961-15.3% |
| Participation rate | 92.9% | 82.0%+10.8pp | 76.7%+16.2pp | 83.0%+9.8pp |
| Annual return | 7.92% | 25.14%-17.2pp | 32.56%-24.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $11,950 | $4,967+140.6% | $4,002+198.6% | $4,869+145.4% |
| Participant deferral / active EE | $8,105 | $5,543+46.2% | $4,797+68.9% | $5,287+53.3% |
| Admin fee / account holder | $84 | $10,846-99.2% | $8,520-99.0% | $10,132-99.2% |