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 4-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 | $129,142 | $159,602-19.1% | $150,045-13.9% | $142,382-9.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 19.82% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,198 | $4,961-35.5% | $4,693-31.9% | $4,299-25.6% |
| Participant deferral / active EE | $15,893 | $8,310+91.2% | $7,997+98.7% | $6,507+144.2% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |