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 | $174,626 | $183,963-5.1% | $162,163+7.7% | $152,861+14.2% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.6%+6.9pp | 82.4%+12.0pp |
| Annual return | 23.26% | 150.76%-127.5pp | 115.59%-92.3pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,599 | $6,371-59.2% | $5,614-53.7% | $4,762-45.4% |
| Participant deferral / active EE | $5,903 | $8,034-26.5% | $7,298-19.1% | $5,850+0.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |