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 | $127,331 | $107,452+18.5% | $91,541+39.1% | $142,382-10.6% |
| Participation rate | 95.5% | 75.1%+20.4pp | 69.8%+25.7pp | 80.1%+15.3pp |
| Annual return | 14.33% | 22.06%-7.7pp | 20.50%-6.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,628 | $2,994+21.2% | $2,505+44.9% | $4,299-15.6% |
| Participant deferral / active EE | $6,494 | $4,754+36.6% | $4,008+62.0% | $6,507-0.2% |
| Admin fee / account holder | $181 | $8,834-98.0% | $6,956-97.4% | $12,624-98.6% |