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 | $182,694 | $81,248+124.9% | $155,509+17.5% | $80,856+125.9% |
| Participation rate | 86.2% | 66.2%+20.0pp | 78.2%+8.0pp | 67.6%+18.6pp |
| Annual return | 23.65% | 33.31%-9.7pp | 64.67%-41.0pp | 35.59%-11.9pp |
| Employer contribution / active EE | $1,044 | $3,100-66.3% | $4,672-77.7% | $2,755-62.1% |
| Participant deferral / active EE | $5,676 | $3,452+64.5% | $5,626+0.9% | $4,296+32.1% |
| Admin fee / account holder | $41 | $7,997-99.5% | $15,912-99.7% | $6,918-99.4% |