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 | $129,206 | $101,069+27.8% | $81,478+58.6% | $147,584-12.5% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 21.77% | 32.40%-10.6pp | 38.78%-17.0pp | 578.55%-556.8pp |
| Employer contribution / active EE | $1,980 | $3,205-38.2% | $2,568-22.9% | $4,876-59.4% |
| Participant deferral / active EE | $5,380 | $4,242+26.8% | $3,537+52.1% | $5,439-1.1% |
| Admin fee / account holder | $23 | $5,812-99.6% | $4,561-99.5% | $10,885-99.8% |