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 | $177,086 | $153,772+15.2% | $133,980+32.2% | $273,961-35.4% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 8.89% | 36.51%-27.6pp | 29.30%-20.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,762 | $6,029-54.2% | $5,211-47.0% | $4,869-43.3% |
| Participant deferral / active EE | $5,331 | $6,958-23.4% | $6,282-15.1% | $5,287+0.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |