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 | $119,483 | $159,901-25.3% | $146,958-18.7% | $145,922-18.1% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-6.9pp |
| Annual return | 28.01% | 98.13%-70.1pp | 418.34%-390.3pp | 561.29%-533.3pp |
| Employer contribution / active EE | $2,895 | $5,286-45.2% | $4,933-41.3% | $4,660-37.9% |
| Participant deferral / active EE | $7,219 | $8,428-14.3% | $8,070-10.5% | $6,688+7.9% |
| Admin fee / account holder | $104 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |