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 | $123,990 | $148,534-16.5% | $135,903-8.8% | $139,434-11.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.10% | 79.19%-61.1pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $6,589 | $5,243+25.7% | $4,856+35.7% | $4,751+38.7% |
| Participant deferral / active EE | $8,276 | $8,100+2.2% | $7,758+6.7% | $6,710+23.3% |
| Admin fee / account holder | $255 | $12,400-97.9% | $10,762-97.6% | $11,403-97.8% |