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 | $216,072 | $180,449+19.7% | $154,107+40.2% | $135,375+59.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -5.87% | 888.09%-894.0pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $3,175 | $6,035-47.4% | $5,298-40.1% | $4,779-33.6% |
| Participant deferral / active EE | $9,341 | $5,806+60.9% | $5,081+83.9% | $5,609+66.5% |
| Admin fee / account holder | $37 | $16,143-99.8% | $13,411-99.7% | $10,827-99.7% |