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 | $230,540 | $114,381+101.6% | $107,525+114.4% | $142,382+61.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 19.97% | 242.71%-222.7pp | 181.32%-161.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,025 | $4,015-49.6% | $3,754-46.1% | $4,299-52.9% |
| Participant deferral / active EE | $7,560 | $5,564+35.9% | $5,116+47.8% | $6,507+16.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |