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 | $148,373 | $148,534-0.1% | $135,903+9.2% | $139,434+6.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.21% | 79.19%-63.0pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,897 | $5,243-44.8% | $4,856-40.4% | $4,751-39.0% |
| Participant deferral / active EE | $6,815 | $8,100-15.9% | $7,758-12.2% | $6,710+1.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |