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 | $123,536 | $76,367+61.8% | $93,606+32.0% | $72,985+69.3% |
| Participation rate | 75.0% | 71.7%+3.3pp | 75.8%-0.8pp | 69.5%+5.5pp |
| Annual return | 22.50% | 25.82%-3.3pp | 32.76%-10.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,051 | $2,275-9.9% | $2,718-24.6% | $2,440-15.9% |
| Participant deferral / active EE | $5,556 | $3,538+57.0% | $4,069+36.6% | $3,607+54.0% |
| Admin fee / account holder | $45 | $6,838-99.3% | $7,888-99.4% | $5,124-99.1% |