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 | $103,904 | $100,041+3.9% | $149,718-30.6% | $70,131+48.2% |
| Participation rate | 91.2% | 83.6%+7.6pp | 87.1%+4.1pp | 69.5%+21.6pp |
| Annual return | 23.03% | 27.43%-4.4pp | 1501.63%-1478.6pp | 73.14%-50.1pp |
| Employer contribution / active EE | $3,847 | $3,662+5.1% | $5,445-29.3% | $2,342+64.2% |
| Participant deferral / active EE | $3,633 | $4,983-27.1% | $6,569-44.7% | $3,332+9.1% |
| Admin fee / account holder | $21 | $8,286-99.7% | $11,283-99.8% | $4,645-99.5% |