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 | $163,164 | $217,402-24.9% | $185,823-12.2% | $167,490-2.6% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 21.64% | 148.36%-126.7pp | 122.05%-100.4pp | 478.56%-456.9pp |
| Employer contribution / active EE | $2,261 | $5,873-61.5% | $5,167-56.2% | $4,837-53.3% |
| Participant deferral / active EE | $8,143 | $6,356+28.1% | $5,568+46.2% | $6,341+28.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |