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 4-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 | $230,693 | $95,416+141.8% | $185,823+24.1% | $85,850+168.7% |
| Participation rate | 71.8% | 68.8%+3.0pp | 81.7%-9.9pp | 69.3%+2.5pp |
| Annual return | 25.55% | 23.59%+2.0pp | 122.05%-96.5pp | 318.53%-293.0pp |
| Employer contribution / active EE | $5,668 | $3,314+71.1% | $5,167+9.7% | $2,565+121.0% |
| Participant deferral / active EE | $10,584 | $3,423+209.2% | $5,568+90.1% | $3,952+167.8% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |