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 | $68,105 | $105,859-35.7% | $90,160-24.5% | $147,584-53.9% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 37.06% | 37.63%-0.6pp | 34.88%+2.2pp | 578.55%-541.5pp |
| Employer contribution / active EE | $5,191 | $4,126+25.8% | $3,318+56.4% | $4,876+6.4% |
| Participant deferral / active EE | $13,452 | $5,733+134.6% | $5,288+154.4% | $5,439+147.3% |
| Admin fee / account holder | $106 | $8,046-98.7% | $5,943-98.2% | $10,885-99.0% |