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 | $182,336 | $95,971+90.0% | $74,550+144.6% | $135,375+34.7% |
| Participation rate | 92.9% | 75.7%+17.2pp | 69.1%+23.7pp | 82.6%+10.2pp |
| Annual return | 8.62% | 56.96%-48.3pp | 32.53%-23.9pp | 519.73%-511.1pp |
| Employer contribution / active EE | $539 | $2,716-80.2% | $1,961-72.5% | $4,779-88.7% |
| Participant deferral / active EE | $962 | $3,843-75.0% | $3,108-69.1% | $5,609-82.9% |
| Admin fee / account holder | $43 | $6,522-99.3% | $5,060-99.1% | $10,827-99.6% |