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 | $161,485 | $106,890+51.1% | $84,015+92.2% | $152,861+5.6% |
| Participation rate | 81.8% | 75.2%+6.6pp | 69.0%+12.8pp | 82.4%-0.6pp |
| Annual return | 21.14% | 104.99%-83.9pp | 71.31%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,472 | $2,734-46.2% | $1,983-25.8% | $4,762-69.1% |
| Participant deferral / active EE | $6,020 | $4,011+50.1% | $3,239+85.9% | $5,850+2.9% |
| Admin fee / account holder | $40 | $8,285-99.5% | $6,101-99.3% | $11,596-99.7% |