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 | $155,934 | $80,717+93.2% | $154,803+0.7% | $84,808+83.9% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 14.12% | 37.96%-23.8pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,957 | $2,761+7.1% | $4,305-31.3% | $2,631+12.4% |
| Participant deferral / active EE | $5,657 | $3,303+71.3% | $5,540+2.1% | $4,212+34.3% |
| Admin fee / account holder | $63 | $6,746-99.1% | $14,329-99.6% | $7,344-99.1% |