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 | $92,242 | $88,751+3.9% | $81,812+12.7% | $145,922-36.8% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.3%+4.6pp | 80.3%-3.4pp |
| Annual return | 13.80% | 1025.40%-1011.6pp | 773.79%-760.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,498 | $3,083-51.4% | $2,912-48.6% | $4,660-67.8% |
| Participant deferral / active EE | $1,842 | $4,643-60.3% | $4,319-57.4% | $6,688-72.5% |
| Admin fee / account holder | $188 | $8,415-97.8% | $7,386-97.5% | $13,397-98.6% |