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 | $122,729 | $91,037+34.8% | $71,671+71.2% | $147,584-16.8% |
| Participation rate | 77.8% | 76.1%+1.7pp | 68.7%+9.0pp | 82.8%-5.1pp |
| Annual return | 15.99% | 20.48%-4.5pp | 20.65%-4.7pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,410 | $3,327-27.6% | $2,460-2.0% | $4,876-50.6% |
| Participant deferral / active EE | $7,328 | $4,498+62.9% | $3,438+113.2% | $5,439+34.7% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |