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 | $126,091 | $76,552+64.7% | $123,892+1.8% | $62,891+100.5% |
| Participation rate | 92.0% | 73.0%+19.0pp | 81.4%+10.6pp | 69.3%+22.7pp |
| Annual return | 8.97% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,778 | $2,883-3.6% | $4,617-39.8% | $2,281+21.8% |
| Participant deferral / active EE | $6,904 | $4,840+42.7% | $5,984+15.4% | $3,203+115.6% |
| Admin fee / account holder | $27 | $4,826-99.5% | $8,357-99.7% | $4,296-99.4% |