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 | $99,742 | $60,892+63.8% | $82,389+21.1% | $84,808+17.6% |
| Participation rate | 88.4% | 63.3%+25.1pp | 69.5%+18.8pp | 68.3%+20.1pp |
| Annual return | 14.41% | 37.29%-22.9pp | 28.67%-14.3pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,281 | $1,779+28.2% | $2,517-9.4% | $2,631-13.3% |
| Participant deferral / active EE | $5,565 | $3,179+75.1% | $4,155+34.0% | $4,212+32.1% |
| Admin fee / account holder | $148 | $5,467-97.3% | $7,231-98.0% | $7,344-98.0% |