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 | $155,531 | $226,064-31.2% | $182,532-14.8% | $152,861+1.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 27.60% | 192.51%-164.9pp | 148.54%-120.9pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,405 | $4,978-71.8% | $4,076-65.5% | $4,762-70.5% |
| Participant deferral / active EE | $1,756 | $6,368-72.4% | $5,524-68.2% | $5,850-70.0% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |