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 | $122,872 | $153,772-20.1% | $133,980-8.3% | $273,961-55.1% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.1%-8.5pp | 83.0%-4.4pp |
| Annual return | 8.77% | 36.51%-27.7pp | 29.30%-20.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $7,951 | $6,029+31.9% | $5,211+52.6% | $4,869+63.3% |
| Participant deferral / active EE | $5,334 | $6,958-23.4% | $6,282-15.1% | $5,287+0.9% |
| Admin fee / account holder | $2 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |