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 | $134,259 | $76,552+75.4% | $123,892+8.4% | $62,891+113.5% |
| Participation rate | 90.6% | 73.0%+17.6pp | 81.4%+9.2pp | 69.3%+21.3pp |
| Annual return | 10.99% | 18.68%-7.7pp | 47.52%-36.5pp | 20.14%-9.2pp |
| Employer contribution / active EE | $5,132 | $2,883+78.0% | $4,617+11.1% | $2,281+125.0% |
| Participant deferral / active EE | $9,879 | $4,840+104.1% | $5,984+65.1% | $3,203+208.4% |
| Admin fee / account holder | $83 | $4,826-98.3% | $8,357-99.0% | $4,296-98.1% |