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 3-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 | $173,605 | $159,602+8.8% | $150,045+15.7% | $142,382+21.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 16.18% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,532 | $4,961-28.8% | $4,693-24.7% | $4,299-17.8% |
| Participant deferral / active EE | $11,484 | $8,310+38.2% | $7,997+43.6% | $6,507+76.5% |
| Admin fee / account holder | $260 | $14,846-98.3% | $13,435-98.1% | $12,624-97.9% |