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 | $207,287 | $105,998+95.6% | $92,233+124.7% | $147,584+40.5% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 19.97% | 50.05%-30.1pp | 176.28%-156.3pp | 578.55%-558.6pp |
| Employer contribution / active EE | $3,391 | $4,333-21.7% | $3,679-7.8% | $4,876-30.5% |
| Participant deferral / active EE | $11,047 | $4,478+146.7% | $3,897+183.5% | $5,439+103.1% |
| Admin fee / account holder | $92 | $6,332-98.6% | $5,194-98.2% | $10,885-99.2% |