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 | $90,317 | $78,422+15.2% | $95,952-5.9% | $79,858+13.1% |
| Participation rate | 85.7% | 73.5%+12.2pp | 77.1%+8.6pp | 69.6%+16.1pp |
| Annual return | 24.19% | 19.37%+4.8pp | 91.61%-67.4pp | 31.71%-7.5pp |
| Employer contribution / active EE | $2,241 | $1,945+15.2% | $2,541-11.8% | $2,471-9.3% |
| Participant deferral / active EE | $5,054 | $3,440+46.9% | $4,167+21.3% | $3,740+35.1% |
| Admin fee / account holder | $182 | $5,622-96.8% | $6,795-97.3% | $5,306-96.6% |