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 5-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 | $129,157 | $165,984-22.2% | $164,813-21.6% | $145,922-11.5% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 8.84% | 100.03%-91.2pp | 69.93%-61.1pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,959 | $5,273-62.9% | $4,341-54.9% | $4,660-58.0% |
| Participant deferral / active EE | $4,671 | $6,959-32.9% | $6,031-22.5% | $6,688-30.1% |
| Admin fee / account holder | $2 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |