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 | $82,106 | $77,634+5.8% | $156,549-47.6% | $62,891+30.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.67% | 50.32%-41.6pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,696 | $3,444-50.7% | $5,501-69.2% | $2,281-25.6% |
| Participant deferral / active EE | $5,096 | $3,045+67.3% | $4,871+4.6% | $3,203+59.1% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |