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 | $96,337 | $157,256-38.7% | $141,162-31.8% | $152,861-37.0% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 59.16% | 64.32%-5.2pp | 71.39%-12.2pp | 345.32%-286.2pp |
| Employer contribution / active EE | $3,815 | $5,261-27.5% | $4,735-19.4% | $4,762-19.9% |
| Participant deferral / active EE | $11,335 | $7,109+59.4% | $6,709+69.0% | $5,850+93.8% |
| Admin fee / account holder | $16 | $12,120-99.9% | $10,261-99.8% | $11,596-99.9% |