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 | $145,514 | $135,952+7.0% | $123,892+17.5% | $273,961-46.9% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $4,170 | $5,170-19.3% | $4,617-9.7% | $4,869-14.4% |
| Participant deferral / active EE | $4,545 | $6,343-28.3% | $5,984-24.0% | $5,287-14.0% |
| Admin fee / account holder | $188 | $9,817-98.1% | $8,357-97.7% | $10,132-98.1% |