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 | $136,319 | $81,460+67.3% | $103,333+31.9% | $80,856+68.6% |
| Participation rate | 96.7% | 66.8%+29.8pp | 74.5%+22.2pp | 67.6%+29.0pp |
| Annual return | 14.26% | 25.55%-11.3pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $5,419 | $3,105+74.5% | $3,868+40.1% | $2,755+96.7% |
| Participant deferral / active EE | $8,506 | $3,869+119.9% | $5,057+68.2% | $4,296+98.0% |
| Admin fee / account holder | $135 | $6,566-97.9% | $8,355-98.4% | $6,918-98.0% |