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 | $123,706 | $175,202-29.4% | $149,673-17.3% | $139,434-11.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 26.84% | 166.71%-139.9pp | 134.42%-107.6pp | 372.94%-346.1pp |
| Employer contribution / active EE | $6,400 | $5,474+16.9% | $4,818+32.8% | $4,751+34.7% |
| Participant deferral / active EE | $9,954 | $6,519+52.7% | $5,680+75.2% | $6,710+48.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |