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 | $108,573 | $100,773+7.7% | $88,946+22.1% | $142,382-23.7% |
| Participation rate | 93.3% | 74.3%+19.0pp | 68.8%+24.5pp | 80.1%+13.2pp |
| Annual return | 11.28% | 70.18%-58.9pp | 57.82%-46.5pp | 217.08%-205.8pp |
| Employer contribution / active EE | $3,053 | $2,918+4.6% | $2,555+19.5% | $4,299-29.0% |
| Participant deferral / active EE | $5,418 | $5,230+3.6% | $4,581+18.3% | $6,507-16.7% |
| Admin fee / account holder | $25 | $9,693-99.7% | $8,261-99.7% | $12,624-99.8% |