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 | $179,228 | $159,602+12.3% | $150,045+19.4% | $142,382+25.9% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 22.04% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $5,355 | $4,961+8.0% | $4,693+14.1% | $4,299+24.6% |
| Participant deferral / active EE | $14,572 | $8,310+75.4% | $7,997+82.2% | $6,507+123.9% |
| Admin fee / account holder | $126 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |