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 | $158,572 | $104,974+51.1% | $95,585+65.9% | $142,382+11.4% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 15.75% | 210.33%-194.6pp | 38.56%-22.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,517 | $2,779-45.4% | $2,527-39.9% | $4,299-64.7% |
| Participant deferral / active EE | $3,473 | $4,352-20.2% | $4,023-13.7% | $6,507-46.6% |
| Admin fee / account holder | $80 | $6,386-98.7% | $6,127-98.7% | $12,624-99.4% |