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 | $174,057 | $159,602+9.1% | $150,045+16.0% | $142,382+22.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.30% | 70.24%-54.9pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,497 | $4,961-49.7% | $4,693-46.8% | $4,299-41.9% |
| Participant deferral / active EE | $7,507 | $8,310-9.7% | $7,997-6.1% | $6,507+15.4% |
| Admin fee / account holder | $186 | $14,846-98.8% | $13,435-98.6% | $12,624-98.5% |