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 | $183,729 | $209,411-12.3% | $178,490+2.9% | $158,922+15.6% |
| Participation rate | 94.1% | 86.3%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 11.54% | 188.75%-177.2pp | 151.07%-139.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $9,412 | $5,706+64.9% | $5,011+87.8% | $4,761+97.7% |
| Participant deferral / active EE | $4,022 | $5,954-32.5% | $5,202-22.7% | $5,982-32.8% |
| Admin fee / account holder | $237 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |