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 | $235,075 | $214,378+9.7% | $200,582+17.2% | $142,382+65.1% |
| Participation rate | 93.8% | 87.4%+6.3pp | 86.9%+6.9pp | 80.1%+13.6pp |
| Annual return | 20.74% | 46.41%-25.7pp | 42.33%-21.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $5,234 | $6,841-23.5% | $6,419-18.5% | $4,299+21.8% |
| Participant deferral / active EE | $11,200 | $9,865+13.5% | $9,331+20.0% | $6,507+72.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |