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 | $113,461 | $117,841-3.7% | $102,423+10.8% | $145,922-22.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 21.01% | 31.65%-10.6pp | 29.32%-8.3pp | 561.29%-540.3pp |
| Employer contribution / active EE | $3,480 | $3,615-3.7% | $3,023+15.1% | $4,660-25.3% |
| Participant deferral / active EE | $3,480 | $5,731-39.3% | $5,053-31.1% | $6,688-48.0% |
| Admin fee / account holder | $282 | $13,326-97.9% | $9,451-97.0% | $13,397-97.9% |