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 | $155,264 | $105,859+46.7% | $90,160+72.2% | $147,584+5.2% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | 22.29% | 37.63%-15.3pp | 34.88%-12.6pp | 578.55%-556.3pp |
| Employer contribution / active EE | $7,239 | $4,126+75.4% | $3,318+118.2% | $4,876+48.5% |
| Participant deferral / active EE | $7,678 | $5,733+33.9% | $5,288+45.2% | $5,439+41.2% |
| Admin fee / account holder | $278 | $8,046-96.5% | $5,943-95.3% | $10,885-97.4% |