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 | $127,507 | $105,126+21.3% | $94,646+34.7% | $139,434-8.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 13.89% | 38.03%-24.1pp | 156.71%-142.8pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,342 | $4,106-67.3% | $3,672-63.5% | $4,751-71.8% |
| Participant deferral / active EE | $4,234 | $7,599-44.3% | $7,418-42.9% | $6,710-36.9% |
| Admin fee / account holder | $246 | $8,984-97.3% | $7,231-96.6% | $11,403-97.8% |