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 | $95,318 | $115,770-17.7% | $101,248-5.9% | $158,922-40.0% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 19.70% | 56.14%-36.4pp | 46.47%-26.8pp | 302.83%-283.1pp |
| Employer contribution / active EE | $3,488 | $4,175-16.4% | $3,660-4.7% | $4,761-26.7% |
| Participant deferral / active EE | $2,405 | $4,957-51.5% | $4,370-45.0% | $5,982-59.8% |
| Admin fee / account holder | $191 | $7,245-97.4% | $5,945-96.8% | $11,246-98.3% |