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 | $124,078 | $100,852+23.0% | $90,404+37.2% | $158,922-21.9% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 13.02% | 1724.20%-1711.2pp | 1293.02%-1280.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $8,574 | $3,689+132.5% | $3,262+162.9% | $4,761+80.1% |
| Participant deferral / active EE | $4,313 | $4,348-0.8% | $3,963+8.8% | $5,982-27.9% |
| Admin fee / account holder | $109 | $6,501-98.3% | $5,611-98.1% | $11,246-99.0% |