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 | $102,121 | $99,652+2.5% | $78,778+29.6% | $147,584-30.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 15.68% | 47.28%-31.6pp | 35.62%-19.9pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,445 | $2,796-48.3% | $1,986-27.2% | $4,876-70.4% |
| Participant deferral / active EE | $4,615 | $3,664+26.0% | $2,958+56.0% | $5,439-15.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |