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 | $80,895 | $65,041+24.4% | $90,951-11.1% | $79,858+1.3% |
| Participation rate | 77.8% | 61.6%+16.2pp | 69.0%+8.8pp | 69.6%+8.1pp |
| Annual return | 17.15% | 30.45%-13.3pp | 134.60%-117.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,927 | $1,247+54.5% | $2,122-9.2% | $2,471-22.0% |
| Participant deferral / active EE | $5,715 | $2,512+127.5% | $3,373+69.4% | $3,740+52.8% |
| Admin fee / account holder | $2 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |