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 | $133,921 | $104,251+28.5% | $91,001+47.2% | $147,584-9.3% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.6%+15.3pp | 82.8%+8.1pp |
| Annual return | 11.53% | 27.06%-15.5pp | 4.60%+6.9pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,498 | $3,116-19.8% | $2,456+1.7% | $4,876-48.8% |
| Participant deferral / active EE | $7,789 | $4,195+85.7% | $3,547+119.6% | $5,439+43.2% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |