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 | $186,377 | $105,859+76.1% | $90,160+106.7% | $147,584+26.3% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 15.35% | 37.63%-22.3pp | 34.88%-19.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,264 | $4,126-45.1% | $3,318-31.8% | $4,876-53.6% |
| Participant deferral / active EE | $7,827 | $5,733+36.5% | $5,288+48.0% | $5,439+43.9% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |