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 | $142,520 | $148,534-4.0% | $135,903+4.9% | $139,434+2.2% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 16.45% | 79.19%-62.7pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,341 | $5,243-36.3% | $4,856-31.2% | $4,751-29.7% |
| Participant deferral / active EE | $6,385 | $8,100-21.2% | $7,758-17.7% | $6,710-4.8% |
| Admin fee / account holder | $152 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |