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 | $182,272 | $202,318-9.9% | $172,739+5.5% | $152,861+19.2% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 17.93% | 1029.65%-1011.7pp | 802.84%-784.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $3,008 | $5,856-48.6% | $5,143-41.5% | $4,762-36.8% |
| Participant deferral / active EE | $8,181 | $5,948+37.5% | $5,198+57.4% | $5,850+39.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |