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 | $134,086 | $102,382+31.0% | $147,005-8.8% | $80,874+65.8% |
| Participation rate | 85.5% | 75.8%+9.6pp | 82.2%+3.3pp | 67.6%+17.8pp |
| Annual return | 23.98% | 134.89%-110.9pp | 418.76%-394.8pp | 35.62%-11.6pp |
| Employer contribution / active EE | $2,031 | $3,715-45.3% | $4,934-58.8% | $2,756-26.3% |
| Participant deferral / active EE | $5,603 | $6,646-15.7% | $8,070-30.6% | $4,297+30.4% |
| Admin fee / account holder | $76 | $7,942-99.0% | $13,006-99.4% | $6,935-98.9% |