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 | $171,372 | $138,065+24.1% | $123,544+38.7% | $135,375+26.6% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -4.84% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,956 | $5,151-42.6% | $4,628-36.1% | $4,779-38.1% |
| Participant deferral / active EE | $9,270 | $6,799+36.3% | $6,426+44.3% | $5,609+65.3% |
| Admin fee / account holder | $47 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |