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 | $214,780 | $176,056+22.0% | $159,436+34.7% | $167,490+28.2% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 16.80% | 331.75%-315.0pp | 263.57%-246.8pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,740 | $5,297-67.2% | $4,829-64.0% | $4,837-64.0% |
| Participant deferral / active EE | $8,440 | $7,750+8.9% | $7,352+14.8% | $6,341+33.1% |
| Admin fee / account holder | $290 | $12,554-97.7% | $10,799-97.3% | $12,309-97.6% |