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 | $176,239 | $157,256+12.1% | $141,162+24.8% | $152,861+15.3% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 23.84% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $3,014 | $5,261-42.7% | $4,735-36.3% | $4,762-36.7% |
| Participant deferral / active EE | $8,053 | $7,109+13.3% | $6,709+20.0% | $5,850+37.7% |
| Admin fee / account holder | $24 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |