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 | $222,078 | $124,319+78.6% | $111,297+99.5% | $167,490+32.6% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 18.05% | 37.44%-19.4pp | 54.65%-36.6pp | 478.56%-460.5pp |
| Employer contribution / active EE | $3,495 | $3,435+1.7% | $2,731+28.0% | $4,837-27.7% |
| Participant deferral / active EE | $10,113 | $5,180+95.2% | $4,487+125.4% | $6,341+59.5% |
| Admin fee / account holder | $11 | $10,618-99.9% | $7,964-99.9% | $12,309-99.9% |