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 | $151,600 | $99,341+52.6% | $84,750+78.9% | $273,961-44.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.22% | 22.93%-16.7pp | 22.78%-16.6pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,531 | $4,214-63.7% | $3,574-57.2% | $4,869-68.6% |
| Participant deferral / active EE | $4,983 | $4,269+16.7% | $3,712+34.3% | $5,287-5.7% |
| Admin fee / account holder | $17 | $6,644-99.7% | $5,332-99.7% | $10,132-99.8% |