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 | $150,368 | $162,781-7.6% | $133,956+12.3% | $158,922-5.4% |
| Participation rate | 92.3% | 83.2%+9.1pp | 79.8%+12.5pp | 82.0%+10.3pp |
| Annual return | 14.25% | 41.94%-27.7pp | 45.09%-30.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,977 | $4,975-60.3% | $3,919-49.5% | $4,761-58.5% |
| Participant deferral / active EE | $6,094 | $5,911+3.1% | $5,048+20.7% | $5,982+1.9% |
| Admin fee / account holder | $5 | $11,736-100.0% | $8,927-99.9% | $11,246-100.0% |