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 | $147,669 | $157,256-6.1% | $141,162+4.6% | $152,861-3.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 19.66% | 64.32%-44.7pp | 71.39%-51.7pp | 345.32%-325.7pp |
| Employer contribution / active EE | $3,441 | $5,261-34.6% | $4,735-27.3% | $4,762-27.7% |
| Participant deferral / active EE | $4,734 | $7,109-33.4% | $6,709-29.4% | $5,850-19.1% |
| Admin fee / account holder | $36 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |