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 | $126,341 | $109,881+15.0% | $150,045-15.8% | $84,808+49.0% |
| Participation rate | 94.1% | 76.1%+18.0pp | 82.3%+11.8pp | 68.3%+25.8pp |
| Annual return | 16.85% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,444 | $3,561+24.8% | $4,693-5.3% | $2,631+68.9% |
| Participant deferral / active EE | $9,848 | $6,636+48.4% | $7,997+23.1% | $4,212+133.8% |
| Admin fee / account holder | $51 | $8,568-99.4% | $13,435-99.6% | $7,344-99.3% |