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 | $141,456 | $148,978-5.0% | $200,582-29.5% | $84,808+66.8% |
| Participation rate | 74.2% | 84.2%-10.0pp | 86.9%-12.7pp | 68.3%+5.9pp |
| Annual return | 20.29% | 28.16%-7.9pp | 42.33%-22.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,856 | $4,815-40.7% | $6,419-55.5% | $2,631+8.6% |
| Participant deferral / active EE | $5,543 | $7,142-22.4% | $9,331-40.6% | $4,212+31.6% |
| Admin fee / account holder | $19 | $13,977-99.9% | $16,305-99.9% | $7,344-99.7% |