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 | $205,199 | $209,411-2.0% | $178,490+15.0% | $158,922+29.1% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 25.44% | 188.75%-163.3pp | 151.07%-125.6pp | 302.83%-277.4pp |
| Employer contribution / active EE | $4,966 | $5,706-13.0% | $5,011-0.9% | $4,761+4.3% |
| Participant deferral / active EE | $6,116 | $5,954+2.7% | $5,202+17.6% | $5,982+2.2% |
| Admin fee / account holder | $17 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |