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 | $170,646 | $161,352+5.8% | $134,172+27.2% | $137,256+24.3% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.5%+13.2pp | 80.0%+5.8pp |
| Annual return | 13.90% | 28.72%-14.8pp | 25.30%-11.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,152 | $4,099-47.5% | $3,420-37.1% | $4,156-48.2% |
| Participant deferral / active EE | $6,722 | $5,552+21.1% | $4,690+43.3% | $6,407+4.9% |
| Admin fee / account holder | $174 | $15,028-98.8% | $12,016-98.6% | $12,270-98.6% |